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  1. Email templates - Increase limit

    7 votes

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    4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business? 

    This isn't something we have immediate plans for atm but good to know when sharing your feedback with product. 

    For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero. 

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    Michelle Hall commented  · 

    We also have a requirement for more than 10 email templates given we have many reasons for sending an invoice - to personalise, we use the templates based on the type of invoice sent.

    Michelle Hall supported this idea  · 

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

    516 votes

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    194 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

    Michelle Hall supported this idea  ·