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  1. 93 votes

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    Christie Maitland commented  · 

    Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.

    Christie Maitland supported this idea  · 
  2. 20 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Christie Maitland commented  · 

    Also adding in job categories would be wonderful as well as custom fields.

    It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.

    Christie Maitland supported this idea  · 
  3. 736 votes

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    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

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    Christie Maitland commented  · 

    It would be great if we could schedule the time that the reminders are sent to client's. For example if we could select the timeframe say 9am to 5pm on a week day. Currently they are sent out between 4am and 8am based on the businesses time zone. Client's are not enjoying getting reminders at those times especially on a Sunday Morning. thank you

    Christie Maitland supported this idea  · 
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