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638 votes
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Shannon Gray
commented
Can't believe this still hasn't been sorted by Xero. We have multiple project managers requesting quote, from within the same companies and even within the same departments. But they don't want to receive the invoices or the automatic reminders. We have had complaints from our clients about this. We also often have multiple jobs running for the same company at the same time. The default contact gets everything whether it's their project or not. Constantly having to change the default but this is still not enough to avoid the automatic reminders etc going to the wrong person.
THE RADIO SILANCE FROM XERO IS SHOCKING CUSTOMER SERVICE.An error occurred while saving the comment Shannon Gray
commented
This is needed urgently. We deal with large companies who don't want invoice reminders and statement sent to the project manager who requested the original quote.
Shannon Gray
supported this idea
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78 votes
Totally agree with this. I can't believe this still hasn't been sorted out when Xero are implementing pointless changes like the new look reports etc. We work with big companies, with multiple departments. We can have a number of jobs on the go at once. None of the project managers want fee estimate which relate to other projects, nor do they want invoices, auto-generated reminders, or statement. We need to be able to specify where these things are sent. We have actually had complaints from clients who keep receiving things that don't relate to them because Xero will always sends to the primary contact email held at that moment in time. Constantly changing the contact information to try to avoid the problem. It feels as though we need to employ someone just to do that waste of time process.