Settings and activity
2 results found
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678 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
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Kellie White
supported this idea
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731 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 Kellie White
commented
We need a function to seperate the contacts when sending invoices & statements. Whether it be drop down selection OR ANYTHING! We have clients sales/marketing staff receiving invoicing, but of course do NOT need to receive the statements too!..... THIS REALLY NEEDS TO IMPLEMENTED XERO. We pay alot of money for your subscription each month, this is a standard option on many other accounting platforms.
Kellie White
supported this idea
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would be the most helpful tool they could add to date of me using Xero for 10+ years