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6 results found

  1. Email Settings - Specify date/time to send transactions

    303 votes

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    127 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Tanya Loubser supported this idea  · 

  2. Email Settings - Ability to have separate reply-to email address

    302 votes

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    submitted  ·  67 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tanya Loubser supported this idea  · 

  3. Contacts - Different default email addresses for different transactions in Xero

    266 votes

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    submitted  ·  119 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Tanya Loubser supported this idea  · 

  4. Email templates - Ability to send statements using different email templates

    6 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for sharing this idea.

    For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊

    As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.

    However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.

    Tanya Loubser supported this idea  · 

  5. Email Settings - Ability to add other email address when user choose 'Send me a Copy' option

    35 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tanya Loubser supported this idea  · 

  6. Organisation Settings: Email Templates - Add a default CC email address

    50 votes

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    11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tanya Loubser commented  · 

    Get the option to ensure quotes get sent and the other email addresses do not get BCC'd but instead CC'd. This feature is available on invoicing but not on quotes.

    Or perhaps ensure there is an option under the quotes email template that we can choose between CC and BCC.

    Tanya Loubser supported this idea  ·