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

    672 votes

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

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

    Victoria Hibbs supported this idea  · 
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    Victoria Hibbs commented  · 

    In addition to below's post about pointless additions, let's not forget the removal of the ability to drag docs into a bill/invoice and then the reinstatement and the useless quick option to add a new contact when drafting an invoice but not being able to add contact names AND business names meaning you have to jump into contacts to create anyway rending that function useless. Seriously - why cant you sort the scheduling of emails and invoices - rudimentary

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    Victoria Hibbs commented  · 

    Really looking forward to having to jump on in my holidays to send payslips and invoices because you haven't sort ted this yet - elementary! 🤬

  2. Bank Feed - Charities Aid Foundation (CAF)

    422 votes

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    198 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.

    We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.

    I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.

    As soon as there's progress to share we'll happily provide further updates for you all.

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    Victoria Hibbs commented  · 

    We have had to open a second bank account to facilitate using xero but as a charity would much prefer to return to CAF. As the previous post says, we have been asking for this for years (along with being able to schedule an invoice. Grrrr!) and it would be so beneficial

    Victoria Hibbs supported this idea  ·