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  1. Email - Ability to cc and bcc sent emails

    59 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

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    FC Admin commented  · 

    This will give everyone more visibility. It’s an issue for us and our customers right now and is delaying payments.

    We get CONSTANT complaints from customers about this.

    Thanks

    FC Admin supported this idea  · 

  2. Organisation Settings: Email Templates - Add a default CC email address

    57 votes

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    13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

    We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

    While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

    For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

    On the other hand, if you'd like to ensure…

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    FC Admin commented  · 

    This will give everyone more visibility. It’s an issue for us and our customers right now and is delaying payments.

    We get CONSTANT complaints from customers about this.

    Thanks

    FC Admin supported this idea  · 

  3. Invoice Reminders - CC/BCC on outgoing emails

    87 votes

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

    Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.

    For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.

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    FC Admin commented  · 

    This feature will give everyone more visibility. It’s an issue for us and our customers right now and is delaying payments.

    We get CONSTANT complaints from customers about this.

    Thanks

    FC Admin supported this idea  ·