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  1. Workpapers - Check box next to suppliers names when received their statements

    6 votes

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    We’ll send you updates on this idea

    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. Notification | Send to REPLY TO email when quote accepted

    176 votes

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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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  ·