Settings and activity

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1. Customer statements - Ability to auto email Statements to customers

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   338 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share as soon as there's more news.

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share… more

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   Rowena Thompson commented  ·  30 January, 2023  ·  Edit…  ·  delete…

   Hi Xero, please prioritise this - there is massive demand for it

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   Rowena Thompson supported this idea  ·  30 January, 2023

2. Files - Control/edit the name of PDF files sent from Xero

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   91 votes

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   38 comments  ·  Contacts & files » Files  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

   Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

   If there are any plans made we'll share here.

   Rowena Thompson supported this idea  ·  31 October, 2022