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1. Purchase Orders - Include document attachments when emailing to supplier

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   101 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

   To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

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   Duncan Kenning commented  ·  24 March, 2023  ·  Edit…  ·  delete…

   Xero have confirmed that there are NO PLANS to implement this basic feature that has been requested by 100s of users since 2014.

   Regretting moving to Xero. Fooled by their marketing. Should've done more research into their platform before switching. Such a disappointing experience.

   We'll be moving to another platform, most likely Quickbooks, as soon as possible.

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   Duncan Kenning commented  ·  06 February, 2023  ·  Edit…  ·  delete…

   Xero isn't reading these comments. It's a waste of time making requests here.

   This idea was suggested in 2014. It's now 2023.

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   Duncan Kenning supported this idea  ·  24 December, 2022

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

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   13 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

   We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

   While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

   For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

   On the other hand, if you'd like to ensure you receive a copy of the email being sent make sure the 'Send myself a copy' option is checked beneath the email on the right of the send modal - This is a browser setting triggered by your last selection. So, should remain checked for the next invoice you send. 

   When you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set up in your email settings - There's been more discussion of this across in this idea. 

   Thought we appreciate this doesn't fully resolve the idea here, I hope my explanation above helps understanding and provides options for some of you here. We'll share if there are any further changes surrounding this, here. 

   Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

   We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

   While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

   For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

   On the other hand, if you'd like to ensure… more

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   Duncan Kenning commented  ·  24 December, 2022  ·  Edit…  ·  delete…

   When is Xero going to implement this most basic of features?
   I just need a default BCC when sending our purchase orders. This isn't rocket science.

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   Duncan Kenning supported this idea  ·  24 December, 2022