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Settings and activity

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

    43 votes

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

    Hi community, thanks for supporting the idea here. We understand interest in being able to adapt the email templates that are sent from Xero.

    Current focus for the team at present is on the experience when using and creating invoices in Xero. We will get to email templates overtime, and your feedback and support in ideas here will help drive the teams thinking but this isn't planned atm.

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    Nadea Nell commented  · 

    Any feedback on this - it is crucial for us to be able to have rich text when we email Quotes.

    Also, we fail to understand why, when we email invoices rich text is possible, but not when emailing quotes. This leads us to believe that a solution should be an easy "fix".

    Your response will be highly appreciated.

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    Nadea Nell commented  · 

    This is critical if XERO wants to stay in the game!

    Nadea Nell supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    147 votes

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    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nadea Nell commented  · 

    Come on Xero - get with the program. This is a critical function to grow any business (including Xero)!

    Nadea Nell supported this idea  · 

  3. Bills - Flag a Bill as 'in dispute / query'

    918 votes

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    190 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Nadea Nell supported this idea  ·