Settings and activity
4 results found
-
248 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Deborah Howell
supported this idea
·
-
48 votes
Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.An error occurred while saving the comment Deborah Howell
supported this idea
·
-
9 votesDeborah Howell
supported this idea
·
-
364 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Deborah Howell
supported this idea
·
An error occurred while saving the comment Deborah Howell
commented
Online acceptance/decline/comments/questions of quote, notifies ONLY the person who created the quote - not the person who sent it, or the "reply to" email set up in Email Settings.
Everyone in our office needs to see this information when client interacts online so anyone in the team can action it. As it is everyone else is in the dark & it's causing big problems.
We raised this back in 2019 after switching to Xero from Quickbooks.
We HAVE to show CIS on quotes, not an option.
7 years later and we're still using "workarounds" but so many mistakes being made as a result.