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  1. US - Send W-9 request from Organization email rather than Bookkeeper/Accountant email

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    2 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.

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    Giannina Perez commented  · 

    Being able to email the W9 request directly from within Xero with the email template created would be a game changer and help us help our clients and save time with W9 management before end of year.

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    Giannina Perez commented  · 

    Being able to email the W9 request directly from within Xero with the email template created would be a game changer and help us help our clients and save time with W9 management before end of year.

    Giannina Perez supported this idea  ·