Settings and activity
5 results found
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739 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 
Marie Trott
supported this idea
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13 votes
An error occurred while saving the comment Marie Trott
commented
Be useful to have this ability when preparing multiple quotes for one customer to send in one email, as it can be confusing sending individual quotes when there are a few options.
Marie Trott
supported this idea
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14 votes
An error occurred while saving the comment Marie Trott
commented
We have customers with multiple quotes they would like combined into one invoice. Is this something you are looking at bringing into the product?
Marie Trott
supported this idea
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97 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
An error occurred while saving the comment Marie Trott
commented
can you cc in quotes?
An error occurred while saving the comment Marie Trott
commented
Ability to add a cc in quotes would be useful.
Also, when you send an invoice to main contact and cc, the notes only show that you've sent it to the main contact and I would like to also see that is has been sent to the cc contact.
Marie Trott
supported this idea
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35 votes
An error occurred while saving the comment Marie Trott
commented
The option of storing the invoice number as a "number" as opposed to "text" would be a helpful update to xero.
Marie Trott
supported this idea
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We would like the ability in Xero to assign different email recipients by document type. Specifically, to have multiple contacts listed on an account for general communications and quotes, while designating a single, specific contact for invoices and invoice reminders only. This would ensure that invoices are sent exclusively to the correct billing contact, while quotes and other correspondence can still be shared with additional relevant contacts.