Settings and activity
6 results found
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172 votes
Hi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
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Tracey Champion
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49 votesTracey Champion
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57 votes
Hi team, we appreciate the interest from you all in this idea and sharing how this feature would be beneficial to your processes.
Being upfront the position of this idea has not changed since our update last year and we want to be honest that there are no plans to develop the ability to post receive money transactions in Xero from Hubdoc.
Tracey Champion
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81 votesTracey Champion
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23 votesTracey Champion
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786 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…
Tracey Champion
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We also invoice from a different platform and they are addressed differently because Xero cannot handle different site addresses under one client so that being said the invoice we send from the other platform differs a lot to the Xero version. Our Clients are constantly contacting us to say the invoice on the statement is addressed wrong.
There is no way i am going to download over 200 statements, save them to PDF and then send them out individually after looking up their email addresses. It is ridiculous that the option to turn off the links is not already available.