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  1. Customer statements - Ability to auto email Statements to customers

    1,172 votes

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    339 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
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    Beau Barker commented  · 

    If you need an affordable solution, I’ve built AutoStatements to email outstanding and activity statements on a configurable schedule. Skip zero-balance statements. Exclude certain contacts. Free to try and setup in a few clicks:

    https://autostatements.app

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    562 votes

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    229 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

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    Beau Barker commented  · 

    @Reda, AutoReceipts is a Xero add-on, and honestly this is best handled by an external service and not natively in Xero, because it lets you configure receipts, set email settings, and it keeps a history of receipts that were sent. These are beyond the scope of Xero itself.

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    Beau Barker commented  · 

    AutoReceipts now emails the receipt as a PDF attachment!

    https://autoreceipts.app

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    Beau Barker commented  · 

    I use AutoReceipts for this, it sends receipts automatically when a payment is recorded.

    https://autoreceipts.app

  3. Organisation setting - Ability to hide/delete the demo company

    300 votes

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    126 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.

    That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.

    While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.

    Beau Barker supported this idea  ·