Settings and activity
3 results found
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222 votes
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Amy Vine
supported this idea
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813 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 Amy Vine
commented
Agree, something so simple for them to sort yet, here we are still.... Not sure why we need to wait until a certain number of votes are in place, this is a needed/critical very important feature for any accounting system. my statements need to go to different email addresses to the invoices. While at it, please also make it so I can have separate pricing for different customers. Also, a needed feature, also add a feature so as I can have one contact with multiple under it eg. Foodstuffs and then all the stores under it.
Amy Vine
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Amy Vine
commented
Really need the option to add in contacts separate email addresses for statements separate to invoices... Few things that should be included to Xero to make it more smooth sailing for certain businesses and am not sure why they sit and wait for a ridiculous amount of people to suggest it before even considering.
Amy Vine
supported this idea
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Hey @Jordan, in the meantime you could use the receivable invoice summary report and export into excel as who knows how long it will take Xerop to action this :/