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  1. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    434 votes

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

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

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    Matt Atherton commented  · 

    @Adam I am sure there are. I was simply sharing another option for anyone on here who might need it. :o)

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    Matt Atherton commented  · 

    @Tim - I appreciate that 100%. My point was that this request is now almost 13 years old, and nothing has been done, so we decided to find an (ultimately better) alternative.

    TLDR; Maybe focus on a solution, instead of ******* your head against a wall, where no one is obviously around to see your ongoing frustration.

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    Matt Atherton commented  · 

    We "solved" this issue by not sending invoices via Xero. Once an invoice is set to "Approved", it triggers a Make automation, which updates and associated invoice task in our ClickUp central hub, and that's where the invoice PDF then gets sent out to the client.

    Whilst I appreciate this needs another tool to work, it has advantages:

    - One central source of information
    - A tool using our email address to send, which is properly validated in DNS
    - Any client replies and further correspondence creates a clear thread in ClickUp

    Matt Atherton supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    542 votes

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    216 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

    Matt Atherton supported this idea  ·