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6 votes
Aaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
Amanda Chisholm supported this idea · -
171 votes
An error occurred while saving the comment Amanda Chisholm supported this idea ·
The current workflow makes no sense by sending a quote acceptance to the person who has raised the quote. Ideally, we should be able to nominate the email address that should receive the quote acceptance/decline notifications and this could be different to the person who raised the quote and also different to the reply to email address.
For now, I will have to create an automation to forward the acceptance email on so that the next step can be actioned.