Settings and activity
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647 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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Melissa Joneshart
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3 votes
Hi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
Melissa Joneshart
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7 votesMelissa Joneshart
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4 votes
Hi Melissa, when you mention ETA - Is there a field in the Purchase order that you're currently using to track this?
There is a common format within the Payable Invoice detail report that might serve your needs here and can be set u and saved as custom with the columns you'd prefer, and can be exported to PDF, Excel or Google sheets.
An error occurred while saving the comment Melissa Joneshart
commented
Hi Kelly,
Yes there is, If you go to:Business > Purchase Orders> choose - Approved tab
You will see there is a column with - Expected arrival
Having a saleperson name would also be handy for this report.Further to this conversation regarding Purchase orders;
- Why are we not able to email an attached file from Purchase orders for our suppliers when the option to add attachment is existing? (Like we do for Invoices)Many thanks for your reply.
Melissa Joneshart
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66 votesMelissa Joneshart
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This is a constant issue for our business, more and more organisations..
(generally government or medium to large businesses) are using automated invoicing / pay systems to streamline their purchasing activities.
Xero DOES NOT allow for this feature.
Instead has the email address needs to be entered in manually for each customer... This is not Accounts or time friendly especially if there are quite a number of customers now using these systems.