Settings and activity

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1. Email template - Option to exclude Legal name form email templates

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   JAMES PAULSON commented  ·  15 March, 2024  ·  Edit…  ·  delete…

   We operate under different DBA's, and when reporting 1099's or when other businesses request a w-9, the confusion continues because we are unable to take away the name of our account on xero from an email. Seems like such a simple option to be able to edit when customizing an email template, how is this not possible? Very frustrating.

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   JAMES PAULSON supported this idea  ·  15 March, 2024

2. Email - Ability to cc and bcc sent emails

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   submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   JAMES PAULSON supported this idea  ·  15 March, 2024

3. Contacts - Allow multiple addresses for a single contact record

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   JAMES PAULSON supported this idea  ·  15 March, 2024