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

    755 votes

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    325 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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

    548 votes

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    221 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    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

    104 votes

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    44 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue to develop Xero Payroll for our AU customers we're pleased to share this is an idea that our product team have picked up to delve into and better understand the needs and makeup of users that are highly impacted by the manual data entry of timesheets.

    As part of their research they're looking to connect and hold interviews with a few customers, who can feedback on their new Timesheet data import prototypes.

    If you'd be interested and willing to give your time to help with this discovery, please take a couple of minutes to fill your details in our form here. 📝

    Our product team will be reaching out to interested participants over the next couple of weeks to arrange a suitable time to meet.

    *Spaces are limited so get in quick for your chance to get involved.

    Thanks for your support here and…

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    Carmen Heber-Hall commented  · 

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

    Carmen Heber-Hall supported this idea  ·