Settings and activity
5 results found
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793 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…
Angela Forman
supported this idea
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105 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Angela Forman
supported this idea
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505 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Angela Forman
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Angela Forman
supported this idea
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112 votes
An error occurred while saving the comment Angela Forman
commented
I have had a customer pay us three times for the same invoice! presumably due to misreading their statement and thinking they owed us, rather than that a credit amount was showing.
It would be so much easier if you could email an overpayment, this would:
1. Let the customer know they have overpaid and the amount
2. Advise that you have received a payment.
3. Be less work for ourselvesCurrently have to screen snip, attach to an email, explain the situation etc. etc. It really becomes a nuisance if someone overpays.
Related - it would be fantastic if you could email a receipt which showed the total amount received and where it has been allocated. E.g. part to an invoice and part to an overpayment.
Angela Forman
supported this idea
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Need the ability to store position as well as phone number.
Our current work around is to enter phone number after the first name and their position after the last name.
Example:
First Name: Joe 025 555 5555
Last Name: Blogs (Accounts)