Settings and activity
3 results found
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282 votes
Hey everyone, we appreciate a lot of recent activity and trend in this idea especially with Pay Day Super coming.
As mentioned in my last updated this is an idea our product teams are keeping a close pulse on and we want you to know this is high on our agenda, likely to be picked up later this year.
While we can't provide any commitments as yet, we'll share another update here as soon as there's progress.
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Laura Mazzella
supported this idea
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An error occurred while saving the comment Laura Mazzella
commented
Our current authorised user (our client) is away overseas. We (Tax agent) cannot complete lodgement even through she can send the authorisation code via SMS. Lodgement will be further delayed and SGC penalties will increase.
Absolutely critical that there is a backup authorisation feature here. -
4 votesLaura Mazzella
supported this idea
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72 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…
Laura Mazzella
supported this idea
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Hi all
We thought we could work around an Authorised User on leave by logging in and changing the AU temporarily if they are on leave.
Several of our client files have the Authorised User (AU) as the same person as the Subscriber. That would not work in that scenario as there is only one person with that access - what if that person is not just on leave but unable to carry out the action (health reasons etc)?
Also, there is a lot of focus on the AU being away on leave but what if they have been terminated? You may not have a new employee on board within the 7 day deadline and I know many Subscribers who would not have the Xero skills knowledge to transfer that Authority to a contingency processor or log in themselves.
Does anyone have any work around thoughts while we wait for a Second AU function to be added?