Settings and activity
2 results found
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83 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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1,167 votes
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 …
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.