Settings and activity
3 results found
-
1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Shannon Gray
supported this idea
·
-
752 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment An error occurred while saving the comment 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
·
-
92 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
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.