Settings and activity
2 results found
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27 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
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Jacob Ball
supported this idea
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362 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
An error occurred while saving the comment Jacob Ball
commented
I'm sure I've posted on the old support forum about this, but it's still not addressed, and it's still a pain in the backside.
Yes, a user can go to Settings -> Email Settings and change the Email Address being used, which is then applied across everything.
However, I'd like the ability to choose which email account to send from, when I'm actually creating the invoice or receipt or whatever it is at the time.
It would be great to have it linked to a Template. Eg a template for ABC Company uses the admin@abccompany.com email. If I switch the template to XYZ Company, then the email should change to admin@xyzcompany.com, without having to remember and go through the Settings -> Email Settings rigmarole.
Jacob Ball
supported this idea
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Given that Kelly Munro has marked as Delivered and CLOSED the other idea with 50 votes (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45729157-bills-assign-planned-date-within-individual-bill) with a solution that ISN'T THE SOLUTION people are actually asking for, thank you Leslie for creating this topic again as I was about to do the same.
What we would LIKE is to have a Planned Date field when ENTERING or UPDATING a bill, e.g. on the bill details page, not the bills list view. (Adding a Planned Date option on the Quick View is redundant, particularly when viewing invoices sorted by Awaiting Payment, as the Planned Date datepicker is already there).
If I go to create a new Bill (or view/edit a bill), there are fields for Date and Due Date. All we're asking for is the ability to set the Planned Date whilst on this page, rather than having to save the bill, then go find the bill on the Bills list view and pick the Planned Date from there.
Kelly, I don't know why your team seems to have wilfully misinterpreted what people are asking for, or why you felt it necessary to close an idea with a non-solution, but hopefully this one gets voted up again and your team will do something about it.