Settings and activity
11 results found
-
485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
An error occurred while saving the comment An error occurred while saving the comment 
Rochelle Turner
commented
Be able to amend the default email from a Xero email address to our own when sending out tax notices so that they are less likely to go to our client's junk folder.
Rochelle Turner
supported this idea
·
-
15 votes
An error occurred while saving the comment Rochelle Turner
commented
Being able to set up client groups for customers who don’t require statements would save so much time. This is definitely a must‑have feature.
Rochelle Turner
supported this idea
·
-
133 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
An error occurred while saving the comment Rochelle Turner
commented
In addition to this, a notes section would be great too. You could display the date and first few words of the most recent note in the "Send Statements" section and if we need to see more, we can click on it to see all notes.
Rochelle Turner
supported this idea
·
-
16 votes
Thanks for sharing your idea of using SMS as a delivery option for customer statements.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rochelle Turner
supported this idea
·
-
22 votesRochelle Turner
supported this idea
·
An error occurred while saving the comment Rochelle Turner
commented
II agree with Jon Shepherd's comment in 2023. It would be good to see a "statement last sent" date column in the "Send Statements" screen.
-
64 votes
Thanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.
Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.
After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.
If this position changes in the future, we'll be sure to share with you, here.
An error occurred while saving the comment Rochelle Turner
commented
The SMS option is a fantastic addition. However, it would be even more useful if SMS templates could be customised, along with a simpler way to locate and select the specific invoice you want to send via SMS.
An even bigger improvement would be extending this functionality to statements.
Ideally, from the Statements to Send list, users could simply tick the clients they wish to SMS, send the messages in bulk, and optionally set an automatic follow‑up reminder text if payment is not received.
-
117 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Rochelle Turner
supported this idea
·
An error occurred while saving the comment Rochelle Turner
commented
The current client email section in XPM is for Tax notice email addresses only. We have to add separate additional contacts for accounts email addresses or individuals that we don't send tax notices to.
It would be good to be able to add an accounts email address which feeds across to the sales contact in Xero. -
39 votes
Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.
Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.
I'll keep you updated on it's delivery here ✨
An error occurred while saving the comment Rochelle Turner
commented
I am not sure why my comment has been combined with this Xero HQ comment.
My request relates to Client Insights in XPM not Xero HQ.
For us to consider using this feature we really need to be able to Search by client name and filter by Partner and Manager.An error occurred while saving the comment Rochelle Turner
commented
For us to consider using this feature we really need to be able to Search by client name and filter by Partner and Manager.
Rochelle Turner
supported this idea
·
-
63 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Rochelle Turner
supported this idea
·
-
16 votesRochelle Turner
supported this idea
·
-
37 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
An error occurred while saving the comment Rochelle Turner
commented
Hi,
Thank you for your reply. I have looked into your suggestion. However, this is not what we are after.
An alternative solution in this area, would be to filter via groups (so it lists all contacts within the group) with the option to include or exclude a group when sending out multiple statements.
Thanks,
Rochelle.Rochelle Turner
shared this idea
·
Great news!
• Within your Xero account would you want multiple Users to be able to manage custom email domain settings, or just Administrators?
Admin
• Does your domain have more than one mailbox associated with it?
One
• Would you want to use the same domain across more than one Xero organisation?
No