Settings and activity
2 results found
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659 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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Karman Cheung
supported this idea
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3 votes
An error occurred while saving the comment Karman Cheung
commented
Sales Invoicing Notes - Option to add a note to multiple invoices by selecting the invoices and adding the note. For example, if we email or call a supplier to chase the payment for multiple invoices due, it would be ideal if we can add 1 note against multiple invoices instead of manually adding the note for each invoice.
Karman Cheung
supported this idea
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Option to set multiple contacts on a supplier profile for difference purposes.
For example, 1 contact to send/submit the sales invoice and a different contact(s) to receive the automated reminders.
depending on the supplier's payment process, the email address to submit the invoice might be an automated inbox (unmanned) or a different department from the account payable team which needs to approve the invoice first.