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  1. Bank feed - Unity Trust bank feed

    50 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi community, thanks for your feedback on a Unity Trust Bank feed. While a direct feed isn't available just yet, we understand that this'd save you a lot of time on manual data entry. As we work with Tink to support more open banking connections we'll move this idea through to In discovery. While this is a step in the right direction, it's not a guarantee that the feed will be developed, and we don't have a timeframe to share just yet. We'll be sure to post any updates right here.

  2. Organisation settings: Email Templates - HTML template to send with invoices

    58 votes

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.


    Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.

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    Stuart Drabble commented  · 

    How strange Xero does not allow you to put anything half decent in an email template. We need this please.

    Stuart Drabble supported this idea  ·