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  1. Additional placeholders in invoice email templates

    1 vote

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Andy Wright shared this idea  · 

  2. Email Settings: Add a default CC email address to templates

    77 votes

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    18 comments  ·  Users & setup » Navigation  ·  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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    Andy Wright commented  · 

    This feature would make life so much simpler. I'm constantly adding a cc to one of my client's invoices!
    Andy

    Andy Wright supported this idea  · 

  3. Remittance Advice on Spend Money

    40 votes

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    10 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

    There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

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    Andy Wright commented  · 

    Hey Xero,

    Adding the ability to send remittance advice on "Spend Money" payments is really important to us small businesses. Having to create a bill and reconcile transactions to bills seems like too many steps to me! I want Xero to save me time on admin activities rather than making me use up valuable time on unneccessary admin!

    Could we have a comment on this? WIll you implement this?

    Thanks,
    Andy

    Andy Wright supported this idea  ·