Settings and activity
3 results found
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2 votes
Hi Alan, thanks for sharing this idea. This would be useful for situations when a payment fails, allowing a nominated user to be notified as well so action can be taken quickly and avoid being locked out.
A simple workaround for now is setting up an email forwarding rule from noreply@post.xero.com
or subscription.notifications@post.xero.com
to your bookkeeper or Billing Contact. It’s not a permanent fix, but it can help make sure the right person sees the alert sooner.
I’ve moved this idea to Gaining Support so we can see how many in the community would value more flexibility in who receives these notifications. If this would help your team, please add your vote or share your experience—it really helps us understand the impact.
Alan Wilderland
shared this idea
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3 votesAlan Wilderland
shared this idea
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166 votes
An error occurred while saving the comment Alan Wilderland
commented
Hasn't anyone noticed that this feature does actually exist? I came here looking for the answer, and got a little dishaertened when I saw the complaints that it hasn't been done, however I kept going and within 2 mintues I found that this feature DOES exist.
Here's how you access it:
1. Make sure you have Advisor role access (this gives you acces to the Find & Recode feature). If you are user admin, you can give this to yourself.
2. Go to Accounting > Advanced
3. Click the Find & Recode feature
4. Press Find and Recode button
5. Set your search criteria
6. Tick all the lines you want to bulk assign a project
7. Press the Recode button
8. Press the "+add" link
9. Choose the only option there: Project
10. Choose the project you want to assign all the selected transactions to
It's a huge porblem for me that when billing fails for an entitiy, no notification is sent it the billing contact, only the subscriber (me) gets notified. If I'm on holiday, and something goes wrong with billing, people get locked out of the platform.
There should at least be an option for the billing contact to receive these messages, if not the default setting. I can't think of any reason I wouldn't want my billing contact to know that the payment has failed. My book-keeper doesn't know something has gone wrong until she is locked out of Xero.
I have multiple organisations for which I'm the subscriber, and I have accounting people to manage most of the day-to-day xero work. I'm mainly here to manage users and occasionally check on things. It's extremely bad that payment failures are not sent to the billing contact.