Settings and activity

5 results found

1. Homepage - Lines/border around widgets

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   22 comments  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for feeding back on my last update, it's good to hear how the contrasting has or hasn't helped solve needs for differing users.

   We appreciate further context of your needs here and want you to know this is something our team have still been looking into.

   We now have a piece of work underway that when released will show borders around widgets on the homepage 🙂 Though I can't give timeframes for this as yet, I'll keep you looped in on further updates for this here.

   Erica Hanlon shared this idea  ·  06 January, 2026

2. 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

   Erica Hanlon supported this idea  ·  11 November, 2024

3. Invoices - Apply Autopay to multiple invoices at once

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   submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Erica Hanlon supported this idea  ·  11 November, 2024

4. Sales Invoice - Select and send multiple invoices on a single email

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   25 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.

   Right now, our team are developing a feature that helps you get paid without you needing to step in.

   Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.

   Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.

   Erica Hanlon supported this idea  ·  11 November, 2024

5. Bills | NZ - Manually adjust GST for each line

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   submitted  ·  16 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Erica Hanlon commented  ·  14 October, 2024  ·  Edit…  ·  delete…

   Yes, very unprofessional to have a customer tells us our invoice is wrong and then not be able to correct the invoice properly. They will not accept any rounding!
   It's a basic that should not be an issue.

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