Settings and activity
8 results found
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339 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.
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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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353 votes
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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34 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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276 votesJessica Hall
supported this idea
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709 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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273 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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297 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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17 votesJessica Hall
supported this idea
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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.