Settings and activity
10 results found
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1,269 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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Jessica Hall
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644 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 Jessica Hall
commented
We are still having so many issues with this. PO's accidentally sent to accounts.
Invoices accidentally sent to services team.
We also note that even though we have all the emails saved in the contact under other emails. When we go to send an email in Xero it doesn't populate the emails in the drop down option.
Xero this is such a critical function!!! Please rectify!!
An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
Jessica Hall
supported this idea
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402 votesJessica Hall
supported this idea
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351 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
An error occurred while saving the comment Jessica Hall
commented
Please make this happen ASAP.
We have different users who are in charge of invoicing, creating quotes etc and sometimes we want the replies to go to a central email address.
But a few users are only doing certain invoices and PO's and we need the replies to go back direct to the logged in user so they can action any replies. This is important with time critical jobs or invoices that need to be actioned by a specific user.
Each time a user updates the settings, it changes it for everyone and some users are then not receiving the reply they are waiting on.
Jessica Hall
supported this idea
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56 votesJessica Hall
supported this idea
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An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
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303 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Jessica Hall
supported this idea
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752 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Jessica Hall
supported this idea
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338 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Jessica Hall
supported this idea
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309 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Jessica Hall
supported this idea
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19 votesJessica Hall
supported this idea
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We have saved multiple emails under each contact (not included in emails). When we go to send an email in Xero it doesn't populate the emails in the drop down option. I still have to open another page and manually copy the email address and paste it in the email.
Xero isn't populating the saved emails when they are saved in Xero contacts (not included in emails). And i don't want to include in all emails because they don't need to receive all invoices, PO's, i only want to send relevant emails.
Attachment shows we have contact saved but they don't come up in drop down option.