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

    719 votes

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    295 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…

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    Kellie White commented  · 

    would be the most helpful tool they could add to date of me using Xero for 10+ years

    Kellie White supported this idea  · 

  2. Contacts - Different default email addresses for different transactions in Xero

    750 votes

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    275 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

    Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

    While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

    Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

    We do regularly review all ideas here, and your input is vital. We'll…

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    Kellie White commented  · 

    We need a function to seperate the contacts when sending invoices & statements. Whether it be drop down selection OR ANYTHING! We have clients sales/marketing staff receiving invoicing, but of course do NOT need to receive the statements too!..... THIS REALLY NEEDS TO IMPLEMENTED XERO. We pay alot of money for your subscription each month, this is a standard option on many other accounting platforms.

    Kellie White supported this idea  ·