Settings and activity
14 results found
-
404 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment An error occurred while saving the comment 
Hayden King
commented
I am dumbfounded this still had not been implemented. I'm giving this 3 months then I'm leaving. This feature is critical and legal.
An error occurred while saving the comment Hayden King
commented
It's because they simply just do not care. They are already making enough money and now increasing prices to make more money without putting it back into development. I've found it pointless requesting or suggesting anything because I get the same email response every time... "we have found an idea that matches your topic"
An error occurred while saving the comment Hayden King
commented
This issue has been raised for years with no word from xero s to their interest in this option. Boycott xero I say and switch to zoho. So many more useful features. Currently I'm having to pay for two products to do what I was previously able to do with 1.
An error occurred while saving the comment Hayden King
commented
I feel we may have to boycott Xero over the inability to add this feature.
Multiple times now I have had a customer say I haven't sent them quotes when I have.
Had been selecting "send me a copy" only to realise now it doesn't tell me what email addressed I sent them too. Waste of time and lost sales.
An error occurred while saving the comment Hayden King
commented
I get the feeling they just don't care. Note it was mentioned April 2013
Hayden King
supported this idea
·
-
184 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
An error occurred while saving the comment Hayden King
commented
they're not listening!!!
Hayden King
supported this idea
·
-
403 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment Hayden King
commented
Has anyone else filled out this survey and not heard anything back being it's been 4 months now?
An error occurred while saving the comment Hayden King
commented
Yes please Sukhinder Cassidy, can we hear from you? So many necessary features lacking from your program. ...Is anyone out there?
An error occurred while saving the comment Hayden King
commented
Right behind you with many others I expect if not already.
An error occurred while saving the comment Hayden King
commented
Crucial requirement for Xero users just not for Xero development.
An error occurred while saving the comment Hayden King
commented
It's hard to believe xero saw a need for this feature back in 2015 and still no resolve...
Xero Team (Admin, Xero) commented
· August 17, 2015 18:15How do I stop getting emails regarding others requests for this feature?
Can I request just to be told when the feature is available?An error occurred while saving the comment Hayden King
commented
This feature is FUNDAMENTAL. No one wants to have to do 2 invoices for the same job. Using a 3rd party app defeats the purpose of simplicity and also doesn't automatically apply the card fee to the amount.
Hayden King
supported this idea
·
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
354 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Hayden King
supported this idea
·
-
508 votes
Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also just launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and…
Hayden King
supported this idea
·
-
1,000 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Hayden King
supported this idea
·
-
1,282 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Hayden King
supported this idea
·
-
1,168 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Hayden King
supported this idea
·
-
626 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Hayden King
commented
Been waiting for this and so many other valuable features for so long. Sick of waiting and ready to leave.
Hayden King
supported this idea
·
-
353 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Hayden King
supported this idea
·
-
68 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…
Hayden King
supported this idea
·
-
35 votes
An error occurred while saving the comment Hayden King
commented
Used this feature ALL THE TIME with my existing accounting program.
Hayden King
supported this idea
·
-
41 votesHayden King
supported this idea
·
-
111 votesHayden King
supported this idea
·
An error occurred while saving the comment Hayden King
commented
I am only new to xero but the ability to import and export to this field is not an option for the efficient operation of my business. It will be very time consuming if this feature isn't available soon.
So... had a deadline to meet getting a quote to a customer. Made the deadline but customer refused to acknowledge it because it was accidentally deleted their end and I couldn't prove what email address it was sent to, only when.