Settings and activity
4 results found
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15 votes
An error occurred while saving the comment -
28 votes
An error occurred while saving the comment Claire Atkins commentedIt would be so useful to have a communal calendar so that other staff can see what holiday has already been booked. I appreciate there are other apps, but it would be good if Xero had the functionality instead of paying for another app.
Claire Atkins supported this idea · -
88 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
An error occurred while saving the comment Claire Atkins commentedOur customers may lose all their possessions if they don't pay their invoices, so we really need to see a copy of the exact reminder sent to them so we have proof they were given notification.
Claire Atkins supported this idea · -
57 votes
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…
An error occurred while saving the comment Claire Atkins commentedIn our invoice reminders we have to give notice to a customer that if they don't pay their goods will be disposed of. So we would really like a copy of that invoice reminder so that we can have proof they were given notice.
Claire Atkins supported this idea ·
This would save a mountain of time as we have to check each individual invoice to make sure it has been paid before we can deliver the service.