Settings and activity
5 results found
-
18 votes
An error occurred while saving the comment 
Melissa Joneshart
supported this idea
·
-
786 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 Melissa Joneshart
commented
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.Melissa Joneshart
supported this idea
·
-
11 votes
Thank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.
Melissa Joneshart
supported this idea
·
-
5 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
shared this idea
·
-
88 votes
Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.
As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.
This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.
We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊
Melissa Joneshart
supported this idea
·
Would be ideal for some customers and not for others - Would be a great feature that could be chosen on either:
1. ALL CONTACTS
2. No Contacts
3. SPECIFIED Contacts - WOULD BE IDEAL!
Great suggestion Carmen!
- Also what would be handy for our organisation is to be able to switch Credit limit Off for a particular invoice if possible. - We have a general credit limit, but every so often we may have a customer that will purchase one off large orders (which we request 50% deposits for) rather than take the credit limit off altogether to allow the invoice to be sent an option for special allowances above credit limits would be useful from time to time. Even if the Accounts manager or Principal presses the GO GO button. :)