Settings and activity
6 results found
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728 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…
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Keith Hutchinson
commented
This is incredibly important within the building industry, manufacturing plants and any other company that has multiple sites or multiple departments and therefore multiple cost centers with different managers.
Please develop a drop down 'contacts' box in the quote and invoice generators so we can easily address them to the correct people without having to type it in each time. It's such a frustrating waste of time having to manually edit the contact and worse yet, having to regenerate the quote or invoice if you forget to change the details.
Keith Hutchinson
supported this idea
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364 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Keith Hutchinson
supported this idea
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311 votes
Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.
We look forward to sharing next steps on it's release in the new year!
Keith Hutchinson
supported this idea
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29 votes
Thanks for your patience whilst your idea is gaining traction.
We've reviewed your idea and can see that it's been steadily gaining community support.
Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.
Keith Hutchinson
supported this idea
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65 votesKeith Hutchinson
supported this idea
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An error occurred while saving the comment Keith Hutchinson
commented
I first requested this about five or six years ago I think. The discussion thread is still going. We add wholesale purchase costs in Product and Services so the background info is already loaded within XERO.
If we're selling multiple items and services we don't necessarily want to add a blanket discount. We need to see profit dollars on each item. We need to be able to see that each item is profitable, but also need to see if there's room to move on price without having to use a quoting app or open an excel file to calculate it separately.
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168 votesKeith Hutchinson
supported this idea
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The work around is to save them as PDFs and send them from Outlook but that’s a pain because you have to remember to manually edit the contact details each time prior to saving the file.
Most of my clients have multiple construction sites with their own budgets and individual project managers. They need a copy of everything and I have to send invoices to Accounts Payable.
We need the ability to easily change the recipient and select multiple recipients without having to manually edit the contact every time.
Perhaps a drop down menu on the contact details area would work.