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Gorelo•7mo ago•

3 replies

JonathanOptimisedIT

Invoice Templates/Xero Email Template

Hi

Is it possible to amend the invoice template content, like wording or adding headers/footers? We currently have a custom invoice template we use in Xero that ideally we'd like to keep.

If not, could it be possible to select a Xero email template to use? And could we set the email template at the customer level?

Thanks

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Mikel

@everyone 📰 **Release Notes 2026.01.09** 🦄 **Tickets **- Private comments can now be edited/deleted by the author or changed to Public/TPC/Approval ✨ **Settings **- Manual tax rates now support up to 3 decimal places ✨ **Assets **- AV Status on servers now supports Bitdefender, Carbon Black, Crowdstrike, Cylance, ESET, Huntress, MalwareBytes, SentinelOne and Sophos 🐛 **Tickets **- Fixed an issue where the organization owner was not receiving certain notifications 🐛 **Reports **- Fixed an issue where the Time Spent report export was not following the column selection 👇 Editing private comments (and sending to public!)

Mikel · 6d ago

Mikel

@everyone 📰 **Release Notes 2026.01.02** ✨ **Huntress **- Organizations can now be automatically created when deploying the agent to a new client in Gorelo (toggled off by default) ✨ **Contracts **- Dynamic Quantities for CIPP/M365 now support multi-select to aggregate unique contacts ✨ **Invoices **- Prorated items now follow the regional date format ✨ **Uptime **- Table filter has been added and header is now retained on scroll 🐛 **Assets **- Fixed an issue where ‘Out of Date’ was missing from the App Status filter 🐛 **Invoices **- Fixed an issue where combined tax was rounding incorrectly

Mikel · 2w ago

Mikel

@everyone 📰 **Gorelo 2025 — Year in Review** (Release Notes 2025.12.26) 2025 was huge for Gorelo with **43 releases** and **374 updates** shipped along the way: **39 🦄 features**, **221 ✨ enhancements**, and **114 🐛 bug fixes**. This year was all about getting the fundamentals solid… **and actually launching the thing** 🚀 **Gorelo officially launched on May 15**, and over the months that followed we rolled out major foundations — Gorelo Connect, end-user chat, and SOC 2 to name just a few. We’ve got big plans for 2026! Projects is in the final stretch, Proposals is right behind it, and we’re also bringing Australian infrastructure and AUD billing. A full UI/UX redesign is on the cards too… and yep, Light Mode will finally be happening! **A few sneaky releases to close out the year 🧁** 🦄 Quick Connect is now available in alpha — generate a short URL for a one-off remote session. Access it via Asset List → bottom of Views → Quick Connect. (Windows-only for now, more to come) ✨ Assets - Agents are now quicker to report online after boot ✨ Assets - Tray App mailto: link now supports additional parameters ✨ Tickets - Keyboard shortcut ‘N’ has been introduced and focuses the private comment field ✨ Xero - Draft invoices can now be synced (toggled off by default) 🐛 Automation - Fixed an issue where @ticket notifications were not sent to organization owners **Quick recap of some exciting stuff from 2025 (if you missed it)** 🦄 Gorelo Connect launched — native remote control + remote file explorer 🦄 Gorelo Connect for macOS released + technician-side support landed later 🦄 SOC 2 Type I completed 🔒 🦄 Apps Layout — aggregate every app + version across all assets, drill into devices, take action 🦄 Patches Layout — same idea, but for patches (visibility + drill-down workflows) 🦄 Maintenance Mode for Assets (pause checks/plugins/scripts + silence alerts) 🦄 Maintenance Mode for Uptime 🦄 Expiration Rules — alerts for domains/contracts/warranties nearing expiry 🦄 1Password integration — work with passwords alongside tickets/assets/docs while keeping 1Password storage + autofill 🦄 Slide integration — bring backup visibility into Gorelo and even kick off snapshots from the Asset page 🦄 Public doc links — share docs publicly (no auth), using your portal URL + branding 🦄 Related Items — relate Contacts/Documents/Assets together + attachments 🦄 Embedding — type ‘//’ to embed tickets/assets/clients/contacts/docs/passwords across the platform for easy context 🦄 AI (without the gimmicks): - Prompt Management (control tone/style) - AI Ticket Summary - AI Ticket Tags + AI Ticket Types - Sentiment Analysis (catch unhappy clients early) 🦄 Automation upgrades - Webhooks from automation rules (+ Teams templates) - Alerts as automation triggers - More triggers/conditions/actions across the board And of course… a mountain of improvements to tickets, billing, portal, scripts, uptime stability, mobile, and all the tiny paper cuts that add up over a year. Big thanks to everyone who’s been along for the ride this year — appreciate all the feedback and support 🙂 Have an awesome break and see you in 2026 🎉🎉🎉 Cheers, Mikel and the Gorelo team

Mikel · 3w ago

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