Settings and activity
4 results found
-
42 votes
An error occurred while saving the comment 
Alec Sharples
supported this idea
·
-
644 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 Alec Sharples
commented
We have a small number of contacts who are both customers AND suppliers and have different default emails depending on the function. So it is imperative that we send the correct communication to the appropriate personnel. Sending messages to the wrong address just leads to muddle and confusion and something that you'd have thought would be easily rectified with a little thought.
Alec Sharples
supported this idea
·
-
21 votes
Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
An error occurred while saving the comment Alec Sharples
commented
I wouldn't say this issue is critical but it is more than just important so it would be a great improvement if we had the ability to format outgoing emails with bold, italic, underlining, coloured fonts, control over the font size etc.
Alec Sharples
supported this idea
·
-
15 votes
An error occurred while saving the comment Alec Sharples
commented
This is something I've been asking about for ages but Xero just doesn't deem it important.
It's also super frustrating that you can't search for account codes in the new customer/supplier area to avoid creating duplicates.
This is a very poor area of functionality for Xero and I'm very dissapointed.Alec Sharples
supported this idea
·
It's so frustrating to go looking for a customer when you know they are on the system but you just can't find them. However, if you look in All Contacts, they are there.
I know that Xero is meant to mark them as a Customer if a sale transaction is entered against that account or as a Supplier if a bill is allocated to them.
However, we have had instances of customers with no bills against their record - only sales invoices but they still can't be found in customers.