Settings and activity
2 results found
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85 votes
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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Timothy Linhart-Robertson
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Timothy Linhart-Robertson
supported this idea
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Thank you for the update and clarification on the existing workarounds.
While adding additional contact people and manually entering CC/BCC recipients may help in some situations, it doesn't address the core requirement for many businesses: the ability to define default CC or BCC recipients directly within email templates.
This functionality is particularly important for several reasons:
CRM and workflow automation: Many organisations rely on shared inboxes or CRM platforms to automatically capture customer communications. When quotes, invoices, statements or payment reminders are sent from Xero, a default CC/BCC address ensures these communications are automatically recorded against the customer record without requiring user intervention.
Accounts receivable and debt recovery processes: Businesses need a reliable audit trail of all communications issued in relation to unpaid invoices. A default BCC address provides an independent record of invoices, statements and payment reminders that have been sent, helping support internal collections processes and external debt recovery actions.
Legal and compliance evidence: In Australia, businesses are often required to demonstrate that invoices, reminders and other notices were issued before escalating payment enforcement activities. Retaining copies of all outbound communications can form an important part of the evidence used in debt recovery proceedings and related legal matters.
Risk reduction: Relying on users to manually enter CC/BCC recipients each time increases the likelihood of missed records and inconsistent processes. Template-level defaults would ensure communications are captured consistently across the entire organisation.
Industry standard functionality: Most major accounting platforms already provide the ability to configure default CC and/or BCC addresses on outgoing customer communications. This capability has become a standard business requirement rather than an advanced feature.
While the new send modal is a welcome improvement, the current solution still relies on manual user action every time an email is sent. The ability to configure default CC/BCC recipients at the template level would provide a scalable, auditable and compliant solution for businesses that depend on consistent communication records.
I would strongly encourage Xero to consider this as a workflow, compliance and auditability feature rather than simply an email convenience feature.