Settings and activity
5 results found
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150 votes
Panna Mistry
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69 votesPanna Mistry
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908 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Panna Mistry
supported this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Panna Mistry
supported this idea
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773 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 An error occurred while saving the comment Panna Mistry
commented
I need the ability to send a bulk remittance to different contacts, however, am unable to do so, as they won't go to accounts, but to the sales departments. Not Good for business - makes us look extremely unprofessional if emails continuously go to the wrong department.
Really slows the workflow downPanna Mistry
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would be extremely beneficial - we have staff members from different departments all trying to use xero for their purposes - with only 1 email address per contact, not user-friendly. Purchasing needs a different email to quotes dept, then we have the accounts payable, and accounts receivable - all having to manually alter the email address numerous times a day.