Settings and activity
7 results found
-
36 votes
Warwick de Zwaan
shared this idea
·
-
655 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment -
86 votes
An error occurred while saving the comment Warwick de Zwaan
commented
We should be able to send our emails from Xero with no links in them. They end up in SPAM, people delete them, ignore them, or call me to ask if it's legit.
We're a financial services business, and I'm no longer sending links that ask you put in your credit card details, or upload your TFN etc.
Warwick de Zwaan
supported this idea
·
-
27 votes
An error occurred while saving the comment Warwick de Zwaan
commented
We need to be able to stay out of their junk mail. All the Xero emails include links, especially the link to invoice is crazy in this day and age. 'Click on this link and give me your credit card' is a major red flag, and I've started getting push back from clients. We've stopped sending them from Xero, and stopped using the Stripe etc because of this.
Warwick de Zwaan
supported this idea
·
-
21 votes
Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
An error occurred while saving the comment Warwick de Zwaan
commented
We need to be able to customise the outgoing emails, including fonts, links, footers and signatures. They look terrible as they are.
This applies accross the whole platform: HQ, Tax,Workpapers. We don't want to send invoices or queries or ASK or anything much direct from Xero looking like it is.
Warwick de Zwaan
supported this idea
·
-
109 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Warwick de Zwaan
commented
We really need to be able to customise the outgoing emails to include our details and our logos. The invoices can do it, why can't the emails?
-
23 votes
An error occurred while saving the comment Warwick de Zwaan
commented
This is very important. The feature allowing us to email things directly with templated letters and auto filled numbers is great, but without formatting and logos it looks terrible.
I would love to use it, but can't bring myself to, because it looks so bad.
Warwick de Zwaan
supported this idea
·
I add my voice to the cacophony: we should be able to download all the attached PDFs from our file, and even better be able to download them from certain areas for certain date ranges. This is a serious limitation on the usefulness of attached documents for Bills in particular.