Contact Alert
With the increasing requirement to submit sales invoices to the customer portal (eg Coupa) an alert or field on the invoicing screen to remember to submit this way rather than by direct email would be appreciated.
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Carol Smith
shared this idea
Thanks for bringing this Idea to our attention, Carol.
I can see this suggestion is for a Contact Alert on the invoice screen, so users who need to submit invoices through a customer portal such as Coupa are reminded to send them that way instead of by direct email.
As this would need to be built into the integration between Xero and the third-party app you’re using, this is best raised with Coupa directly.
If helpful, you can share the Developer Forum with them.
