Settings and activity
5 results found
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16 votes
Hi everyone, confirming here that Smart Lists in Xero only work for Customer lists at present.
That said, while not a report you can actually use JAX to provide you a list that you could then use and reference to the left side of your screen while you check and bulk archive from your Contacts list.
As an example you can ask JAX something like "I want a list of all Supplier contacts that I have not purchased from in the past [x] months" 😊
Archie Cadman-Jones
supported this idea
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63 votes
Hi everyone, thank you to all those that contributed to our teams discovery in this space.
We also really appreciate all that's been shared about why having a record of communications sent to your customers is important for your follow-up and record-keeping.
Coming off the back of our teams research we're in the process of releasing payment follow-ups, a new feature that helps merchants manage chasing overdue invoices.
We want to be upfront here that we don’t currently foresee adding an option to send yourself a copy when sending invoice reminders specifically.
That said, with more investment into the new payment follow-ups feature our team will consider how to give merchants visibility of the follow-ups sent through Payment follow-ups as a future improvement and your feedback here is valuable to this.
We appreciate everyone who's shared their experiences and helped us understand what visibility is needed when collecting payments.
Archie Cadman-Jones
supported this idea
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76 votes
Hi community, we appreciate your on-going support in this idea.
We wanted to confirm that sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.
Sending invoice reminders via SMS isn't in our current roadmap, however we appreciate wanting consistency in sending methods and we're continuing to keep this in mind as we develop our invoice flows in Xero.
We'll move this idea to Accepted for the time being and be sure to share if there's any developments surrounding this to share with you all here.
Archie Cadman-Jones
supported this idea
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815 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…
Archie Cadman-Jones
supported this idea
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An error occurred while saving the comment -
390 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.
Archie Cadman-Jones
supported this idea
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This function would also be helpful as I work with a client that has 20+ Project Managers that need to be CC'ed in on the invoices relating to their project so I have to go and find their email and copy it in every time depending on which one it is. Having multiple contacts per customer would be great.
They also request that all invoices be sent to accounts as well (the default contact email) so it would be great to have just a good autofill or dropdown for secondary email (in this case the relevant PM).
This should be a priority to add this feature!