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  1. Contacts - Different default email addresses for different transactions in Xero

    815 votes

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    317 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Amna Shabbir commented  · 

    Currently this can be done manually when selecting emails for remittances, but its not very efficient when you've got 100 payments to make

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    Amna Shabbir commented  · 

    Have separate supplier emails for orders and remittances. When placing a PO you'd want the email to go to the supplier sales team, however when sending remittance you'd want that to go to credit control.

    Amna Shabbir supported this idea  · 

  2. Payable Invoice Details report - Option to display bank details

    54 votes

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    22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your conversations here. Your feedback highlights how useful it'd be to see supplier bank details directly in the Payable Invoice Details report.

    We understand the value greater customisation and a broader range of selectable data would make this report more useful across different payment and approval workflows.

    Though this is not in our immediate pipeline right now, we’re taking your feedback on board as we look at how reporting can better support these needs over the long term. We’ll share if there is any progress.

    Amna Shabbir supported this idea  ·