Settings and activity
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23 votes
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Mandy Hughes
supported this idea
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776 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…
An error occurred while saving the comment Mandy Hughes
commented
I would also like to know if this is possible as quotes are sent to a separate department to where invoices are sent.
Mandy Hughes
supported this idea
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We would also like to be able to do this. Currently we add a line to quote with description of percentage and new total, however there's no way of knowing balance without doing our own calculations. We are a construction company that invoices on partial completion and have to keep making notes in history to remember its only been partially invoiced.
Surely it's not that hard to add a column where you can detract a percentage of the invoice and then it still shows remaining balance.