Settings and activity
5 results found
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811 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…
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Graham Knight
supported this idea
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9 votes
Thanks for sharing your idea around CC'ing when sending invoices from Xero here.
Appreciate how having the ability to predefine the type of recipient each additional person on a contact record is would be helpful, and save time having to manually make these adjustments when sending.
It's not something we have planned just atm, but will keep an eye on the support and share if there are any updates.
An error occurred while saving the comment Graham Knight
commented
This is becoming a more important issue as an increasing number of invoices are being sent to an OCR or other automated processing email address.
Many of these reject emails that have multiple addresses in the to: field but other email addresses need to receive email copies as well. Assigning a cc: or bcc: status to the contact person in the contact record would fix this issue.
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12 votes
Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
Graham Knight
supported this idea
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An error occurred while saving the comment Graham Knight
commented
In addition if you initiate the sending process but abort on the second screen then this invoice is marked as 'Invoice has been unmarked as sent' so when you actually send it later the tick mark is filled for "Sent" but the notes say 'Invoice has been unmarked as sent' making it very confusing and hard to evidence when/if the invoice was actually sent.
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103 votes
An error occurred while saving the comment Graham Knight
commented
We use the quotes functionality to create proforma invoices then convert that to a tax invoice upon payment. It would be nice to have the PDF attached to the quite called invoice or pro-forma rather than 'quote' as it is currently which can lead to confusion.
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17 votes
An error occurred while saving the comment Graham Knight
commented
Certainly a nice to have feature.
Allow a separate email address[es] for payment reminders & receipts.
Some customers with automated processing email will reject reminders and receipts since they are not invoices. Being able to set separate emails for these documents would allow them to be sent automatically without disruption or rejection in the customer email processing procudures.