Settings and activity
4 results found
-
19 votes
Hi Nicole thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Gloria Holswich
supported this idea
·
-
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Gloria Holswich
supported this idea
·
-
15 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
An error occurred while saving the comment Gloria Holswich
commented
Please seriously reconsider your decision not to prioritise this. It's been on your customer requested list for over three years now. The ability to automatically including client code in both the subject and the body of bulk/automatic emails is very important these days. AML/CTF mandatory changes to internal processes is really making efficiency in client communication very important and to assist that this information is important in email communications.
An error occurred while saving the comment Gloria Holswich
commented
Cyber security audit - The ability to add the contacts account number (aka our client reference for a client) to both the subject line and in the body of all email templates is now super important - almost critical - these days as an assistance to clients to verify that the email is a legitimate email especially for Xero users like us who do not have a dedicated email account with Xero. This deficient has been identified as part of our cyber security audit. Another item on a similar topic is the inability for us to include our full company logo including our contact details and tag line in the emails that are sent to clients via Xero.
Gloria Holswich
supported this idea
·
-
390 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Gloria Holswich
supported this idea
·
Client reference should be available on email templates including statements and quotes and remittances