Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Email Settings - Specify date/time to send transactions

    717 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    287 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

    Carmen Heber-Hall supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    538 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    214 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

    Carmen Heber-Hall supported this idea  · 

  3. AU Payroll | Timesheets - Ability to Import Timesheet templates from excel

    97 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    38 comments  ·  Payroll & expenses » Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi everyone, thanks for all of your support on this idea.

    We've been following your comments and recognise that having a streamlined way to get timesheets from a spreadsheet into Xero Payroll would be a huge time saver.

    As noted by others in this thread, one option is to explore some of the connected time-tracking apps in the Xero App Store. While we know this isn't a perfect substitute for a direct import feature, it may help bridge the gap in the meantime.

    The good news is that we see the value this feature would provide and we want to explore it further. We'll change the status of this idea to Accepted.

    We appreciate your patience, we’ll provide any further updates right here.

    An error occurred while saving the comment
    Carmen Heber-Hall commented  · 

    This would be essential for us - please can we make this work?

    Carmen Heber-Hall supported this idea  ·