Settings and activity
2 results found
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291 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
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Janne Nash
supported this idea
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660 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 Janne Nash
commented
We do most of our work for councils, with multiple contacts that we invoice (20-30 different contacts) I know that I can add their email addresses to contacts using' include in emails' but each time I send an invoice/quote I have to unselect all emails that don't apply to that particular invoice/quote, which is very time consuming.
I then tried leaving their email addresses in the contact but deselected 'included in email' hoping that if when sending the email, when i start to type the email address required may populate, but this didn't work.
Surely there is a way around this, similar to any email program, when starting to type in the recipients email it just appears??
Hopefully this is works in progress for the Xero team??Janne Nash
supported this idea
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I have real issues with the accessibility of Xero's credit note procedures.
The roundabout way of even accessing a credit note is very backward, when I receive an invoice by email I just send it to Xero which goes into a list of draft bills, but credit notes need to go to files ( which I forget about, because it's not an area I usually need to go) this process really needs some work Xero team!
But the main reason I am contacting you is, when I process a credit note and the original invoice is assigned to a customer, the balance doesn't change in that customers billable expenses?? so the customer ends up paying the full amount unless you are aware that there is a credit applied to the invoice. So much double handling!!
Sorry for the rant, but when we are paying for a premium subscription I expect a premium product!