Settings and activity
5 results found
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46 votes
Mary Lyn Fonua
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40 votesMary Lyn Fonua
supported this idea
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190 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.
Mary Lyn Fonua
supported this idea
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409 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
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195 votesMary Lyn Fonua
supported this idea
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It is vitally important to keep a business email log in Xero. The checkbox "send me a copy" while helpful, is not foolproof. Admin needs a Xero email log, to see who is sending mail out of the system, for many reasons, including debtor and creditor management, legal evidence, to avoid duplication of correspondence and to aid memory.