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7 results found

  1. Email Settings - Specify date/time to send transactions

    552 votes

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    218 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

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    Damian Clark commented  · 

    Try trimly.app which has this feature inbuilt to send within working hours

    Damian Clark supported this idea  · 
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    Damian Clark commented  · 

    https://trimly.app/ sends invoices at 9am local time and on repeating invoice schedules, individual invoices can have the date changed so they're not dated on the weekend too.
    Heaps of other things that we're building in here too like forecast invoicing from the repeating invoice schedules

  2. Repeating invoices - File attached to generated invoice/bill

    30 votes

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    9 comments  ·  For small businesses » Business features  ·  Admin →
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    Damian Clark commented  · 

    this app allows you attach docs to the repeating invoice schedule
    Beta testing currently - but there is a sign up at the bottom of the page
    https://trimly.app/

  3. Repeating invoices - Daily repeating option

    19 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Damian Clark commented  · 

    This app has daily invoice scheduling - there is a sign up page at the bottom of the page. Beta testing currently
    https://trimly.app/

  4. Invoices - Add a notification when the repeating invoice ends

    1 vote

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Damian Clark commented  · 

    Jana - there is a dashboard on an app called trimly that has this and more
    https://trimly.app/

  5. Bills - Deferred expenses/amortization of bills spread out over time

    17 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Damian Clark commented  · 

    This app is working towards being a cost-effective solution for amortization type adjs like prepaymetns and deferred revenue (and also forecasts from the repeating invoices schedules, and more)

    Looking for testers

    https://trimly.app/

  6. Repeating Invoices: Pause and resume repeating invoices

    41 votes

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    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
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    Damian Clark commented  · 

    This app includes a workaround - it allows users to edit invoice schedules created - so you can do things like setup a schedule for 12 invoices but then delete or edit the (say) 5th and 6th invoice

    https://trimly.app/

  7. Reporting - Report that shows Repeating Invoices

    226 votes

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    submitted  ·  99 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Damian Clark commented  · 

    This app solves this problem and delivers 2-click forecasts that can be exported to excel (there is also deferred revenue and more coming soon)
    https://trimly.app/