Contacts - Different default email addresses for different transactions in Xero
Ability to allocate different transactions to different email addresses.
Purpose: Because it’ll make users’ workflow easier when they’re dealing with the contacts that have different departments.
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Sam Morris commented
The ability to have separate email addresses for our Customers for Quotes and Invoices .
A few customers have asked for Quotes to go to standard company email address but Invoices to go direct to the account departments.
With a lot of invoices and Customers its hard work remembering to change email address between the two -
Leanne Campbell commented
We are looking at moving to Xero and need to have a different email address for ALL our invoices and statements.
If this has been an issue for 9 years (so far), how much longer are we to wait?
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Janne Nash commented
We do most of our work for councils, with multiple contacts that we invoice (20-30 different contacts) I know that I can add their email addresses to contacts using' include in emails' but each time I send an invoice/quote I have to unselect all emails that don't apply to that particular invoice/quote, which is very time consuming.
I then tried leaving their email addresses in the contact but deselected 'included in email' hoping that if when sending the email, when i start to type the email address required may populate, but this didn't work.
Surely there is a way around this, similar to any email program, when starting to type in the recipients email it just appears??
Hopefully this is works in progress for the Xero team?? -
Bronnie Burgess commented
Xero is very cheap and therefore good value for what you get. But unfortunately that means there is almost no Support/response on any requests, even if you contact their helpdesk by phone. This particular request which is a basic expectation of an accounting program has been requested for years now but no response. The main consideration when changing to Xero - take the value for money approach and put up with the frustration around some missing basic things, or pay a bit more for better program with more support and development.
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Alannah Presland commented
Looking at changing to xero from a competitor but this is pretty much a deal-breaker.
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David Barker commented
Especially invoices and statements to different e-mail addresses
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Alice O'Sullivan commented
This is a basic function that has obviously been an issue for your customers since 2015 when this was first posted. It's now 2024! I am currently researching moving my two companies away from Xero.
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Erika Feuz commented
This is a basic requirement for every business no matter how big. I am using Xero for multiple businesses and really need the ability to have separate email addresses for different departments for our suppliers. This feature is simply keeping up with technology in business and is well overdue in Xero.
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Brad Field commented
And of course we have all those customers who use Xero and send a copy of everything to every email contact for us in their system and create waste for us wading through emails that aren't relevant...
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Emma Rosenblatt (Accounts) commented
This is a massive problem! We need to be able to send invoices to accounts payable and remittances to accounts receivable (often not the same email address!!) And quotes to another person, often the purchasing officer.
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Alan McCaig commented
I don't understand why something so simple can't be sorted. we really need this feature to be added or will have to consider another solution and move away from Xero.
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Leanne Nelson commented
This is critical to our business
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Adam Greco commented
Any company ordering parts from vendors (plumber to a warehouse) has to reach out to different parties for support. There's no excuse for not having this feature. It's just sloppy and bad priorities on Xero's part.
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Brad Field commented
Guys,
If you're a large enough user to think this is important, you aren't in Xero's target market.
Small business running their business from their ute is who they want.
This will never be fixed as Xero are too busy finding new small customers and their accountants who hate the shoe box of invoices (sorry, bills) these small businesses currently dump on their desk.
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Vanessa Beverley commented
Very critical to our business.
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Jared Robinson commented
From what I can tell it's because our uses for the product are not that important to their bottom line. It's more about ensuring accountants get the necessary ease so they'll keep funnelling more leads to zero while also ensuring that they tie everything as close as possible to government body requirements for data mining.
Essentially we are the product and our needs are at best secondary.
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Ian McKay commented
Why is there no response from Xero? 101 votes means it is an issue.
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Joanne Haycock commented
Please can you add the option to split where the invoices are sent to and where the statements are sent to. I have a customer that uses separate emails for each.
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Janette Winter commented
I need to send an order to the suppliers order email address and the remittance advice to another.This is basic company set up.
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Prateek Khandelwal commented
The ability to send sales invoices from the AR email address and remittances through the AP email address seems like pretty basic functionality.
With all the other intuitive ability that Xero has, as a new user I am surprised that that this ability is missing.