Settings and activity
3 results found
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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…
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Benjamin Stanley
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Benjamin Stanley
commented
Interested to know what alternatives folks are exploring. Moving platforms feels like quite a big process which I guess Xero rely on to keep us stuck here.
I'm paying £8 for Statey.app but it's not quite what we need as some customers want fortnightly statements and that's on the £40 plan which would make Xero + Statey pretty much £100 monthly.An error occurred while saving the comment Benjamin Stanley
commented
I guess that's where https://www.statey.app has come from. I'm currently paying the £8 monthly to send a PDF on 1st to each customer with an outstanding balance.
Still not quite what I need as some customers want a statement even if their balance is £0.
It needs to be inside Xero really so I can set it on a per account basis with some variables like
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices"An error occurred while saving the comment Benjamin Stanley
commented
Also worth upvoting on this thread
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961106-invoice-reminders-auto-email-statements-to-custoBenjamin Stanley
supported this idea
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An error occurred while saving the comment Benjamin Stanley
commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
An error occurred while saving the comment Benjamin Stanley
commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
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652 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Benjamin Stanley
commented
Great to hear this is now available in the UK, I can't see a 'Receive Xero subscription bills as einvoices' option in my billing settings.
Can you give a bit more clarity on where this should be located please?
Benjamin Stanley
supported this idea
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Within your Xero account would you want multiple Users to be able to manage custom email domain settings, or just Administrators?
• Admin only
Does your domain have more than one mailbox associated with it?
• Yes, quotes should come from sales@ while invoices, statements etc accounts@ anything internal like Expenses can also be from accounts@
Would you want to use the same domain across more than one Xero organisation?
• We only have one org, so not needed for us.