Settings and activity
7 results found
-
963 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Jordan Dunn
supported this idea
·
-
114 votes
An error occurred while saving the comment Jordan Dunn
supported this idea
·
-
9 votes
An error occurred while saving the comment Jordan Dunn
commented
This would be great! A field to attach images would also be extremely useful
Jordan Dunn
supported this idea
·
-
392 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Jordan Dunn
commented
My organisation often sells goods from third party companies which we source from all around the world. Once a customer purchases a product from us, we often request the third party company / our supplier to ship the goods directly to our customer's address. Due to this, we then need to create a Commercial Invoice in order to transport the goods from one country to another.
It would be great if Xero would allow me to create customised fields in the Custom DOCX branding theme for invoices and add these customised options I have created to transactions instead of just being limited to the options which Xero currently have available.
Jordan Dunn
supported this idea
·
-
201 votesJordan Dunn
supported this idea
·
-
298 votesJordan Dunn
supported this idea
·
-
146 votes
An error occurred while saving the comment Jordan Dunn
commented
I have added my organisations quoting team email account to Xero (quotesUK@s3-alliance.com) and I have set it up under organisational settings>email setting so that emails relating to quoting, invoicing etc will be sent from this email address instead of individual business email accounts (e.g., jordan.dunn@s3-alliance.com). When I have carried out testing e.g., clicking on the link to view a quote online and then ask a question about the quote, this is going back to my jordan.dunn@s3-alliance.com account and not to the shared team account like I thought it would.
Xero support have advised that it is currently not possible to customise emails so that when a customer accepts, declines or asks a question on a quote it will go to our shared team email. As things stand, if a quote is accepted, declined or if any questions are asked, they will all be directed to the person's email address who created the quote.
Jordan Dunn
supported this idea
·
Brilliant idea and would help my organisation massively! If you can add files/images to quotes, PO's etc within Xero, you would think this feature would be possible to do within Products and Services too. Please plan to implement this idea!!
Cheers