Settings and activity

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

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (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

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   Ben Jordaan commented  ·  02 April, 2024  ·  Edit…  ·  delete…

   Dear Xero team

   Please can you advise when this feature will be available?

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   Ben Jordaan supported this idea  ·  02 April, 2024

2. Bank Rules - Ability to import and export

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   104 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

   We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

   We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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   Ben Jordaan commented  ·  29 August, 2023  ·  Edit…  ·  delete…

   Dear Xero team

   Please advise where you are with adding this feature?

   Seems like a simple task to be honest?

   Kind regards
   Ben

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   Ben Jordaan supported this idea  ·  29 August, 2023