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

    659 votes

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

    Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.

    Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.

    The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!

    We'll post another update here…

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    Charli Page commented  · 

    Workaround: future date / post an invoice and schedule it to be sent at the date and time you want.

  2. Email Settings - Set which users to receive Bank account change notification

    86 votes

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    submitted  ·  43 comments  ·  Users & setup » Navigation  ·  Admin →
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    Charli Page commented  · 

    System generated bank changes (e.g. via 3rd party platforms like Dext, Envoice) get pushed through into Xero without oversight, and without a manual review of the contact history, this won't be picked up.

    Is this idea ever going to get into the product roadmap (given it was raised in 2015 and it's now 2025)?

    Charli Page supported this idea  ·