Settings and activity
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136 votes
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749 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…
Shaun Fenwick
supported this idea
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on the flip side, proforma feature for purchase/supplier payments would be helpful too.
i.e., upload a proforma which can be paid ahead of receiving the invoice. Once the VAT invoice is received from supplier, Xero allocates the invoice against the proforma document to show its been paid. this way we can see what proforma's are outstanding, what has been paid and awaiting a VAT invoice, and also avoids the possibility of paying a proforma and then paying a VAT invoice again once received.