Settings and activity

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1. eInvoicing - Bulk approve & send

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   13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the interest in being able to bulk approve and send einvoices from Xero.

   This is something our product team will consider in future planning however isn't on the roadmap right now, please do make sure you've added your vote and share any additional detail that may help in the teams review.

   We'll continue to track interest here and share if any plans are made.

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   Accounts Nicholls commented  ·  30 October, 2023  ·  Edit…  ·  delete…

   It is painfully inefficient processing a single invoice at a time.
   We have multiple daily invoices to one customer and would like to see this change

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   Accounts Nicholls supported this idea  ·  30 October, 2023

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   408 votes

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   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… more

   Accounts Nicholls supported this idea  ·  14 August, 2023