Settings and activity
4 results found
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69 votes
Megan Collins
supported this idea
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776 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…
Megan Collins
supported this idea
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205 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Megan Collins
supported this idea
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233 votes
An error occurred while saving the comment Megan Collins
supported this idea
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With so many NDIS Support Workers setting up their own business, they need to be able to provide receipts for expenses incurred on behalf of their client to oncharge to the service provider. By allowing the receipt to feed through from hubdoc, to billable expense, to then the actual invoice, it will save a lot of time. They won't need to separately attached the receipt to both hubdoc and the sales invoice.