Settings and activity
3 results found
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750 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…
Nigel Smith
supported this idea
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427 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Nigel Smith
supported this idea
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An error occurred while saving the comment
Nigel Smith
commented
Presently having to phone the recipient of each and every quote / invoice / purchase order to make sure they have received it and that it has not been junked. Having a bounce notification only lets you know that you got the address wrong, not that it arrived and got junked.
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116 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
An error occurred while saving the comment
Nigel Smith
commented
Please add this feature. Presently achieving the same end using an Excel macro outside of Xero (it is not that hard) but just results in double handling; inside and outside of Xero. If I had realised that a feature as basic as this was not available in Xero I would have resisted the move across. The quote/comment above "There are many Inventory apps that connect with Xero and offer these types of services and more" does not help. If there is an App with this feature, please advise, otherwise just implement this feature please.
I could do this easier when using an Excel macro for quotes / invoices / purchase orders / remittances. Within Xero it is fraught with the possibility of mistakes.