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  1. 6 votes

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    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  · 
  2. 171 votes

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    Amanda Chisholm commented  · 

    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.

    Amanda Chisholm supported this idea  ·