Settings and activity

4 results found

1. Practice Manager | Add Office 365 (sharepoint) as a document management option

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   6 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
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   Michael Martion commented  ·  19 June, 2025  ·  Edit…  ·  delete…

   Not just XPM, but also for tax. I don't use XPM, and would be really disappointed if it was only available in this regard.

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   Michael Martion supported this idea  ·  19 June, 2025

2. Xero Tax - tax return disclaimer

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Michael Martion supported this idea  ·  19 August, 2024

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

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   23 comments  ·  Users & setup » Navigation  ·  delete…  ·  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 you receive a copy of the email being sent make sure the 'Send myself a copy' option is checked beneath the email on the right of the send modal - This is a browser setting triggered by your last selection. So, should remain checked for the next invoice you send. 

   When you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set up in your email settings - There's been more discussion of this across in this idea. 

   Thought we appreciate this doesn't fully resolve the idea here, I hope my explanation above helps understanding and provides options for some of you here. We'll share if there are any further changes surrounding this, here. 

   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… more

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   Michael Martion commented  ·  30 July, 2024  ·  Edit…  ·  delete…

   Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.

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   Michael Martion supported this idea  ·  30 July, 2024

4. XPM | AU Tax - Automatically email lodgment confirmation to clients

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Michael Martion supported this idea  ·  30 July, 2024