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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  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 update you if anything changes. Thanks

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  • Cherron Christie commented  ·   ·  Report

    Essential. It's like Xero expects only x1 user to be sending every single document from Xero and to know which email each document should go to....Surely a PO shouldn't be going to someones email that doesn't handle PO's from our company. Most companies have many different users doing many different documents and sending just as many emails. Makes no sense.

  • Paul Barlow commented  ·   ·  Report

    Essential to be able to send to different email addresses for different reasons. Looks like we will have to ditch Xero

  • Mary Ashby commented  ·   ·  Report

    This is absolutely essential to me. Some of our customers will not pay unless we send invoices and statements to the correct (separate) email addresses. It's most annoying having to go through every invoice and statement to make sure they are going to the correct email address.

  • Anastasiia Dorodnaia commented  ·   ·  Report

    This is a critical feature! We have many suppliers who require invoices and statements to be sent to separate email addresses. It is a hassle to remember this every time we send a statement email. Xero, you claim to be user-friendly and a modern platform; please move forward, not backward, as you have done with your recent so-called "updates."

  • Chris Parker commented  ·   ·  Report

    I love the fee hikes and the being ignored Pretty sure quick books has this feature.

  • Charles O'Brien commented  ·   ·  Report

    Desperately need this function. Not sure how it's so hard to make this happen

  • Leticia Woodward commented  ·   ·  Report

    The ability to be able to send invoices to accounts payable and remittances to accounts receivable along with purchase orders to an order email is a basic requirement for most businesses. Including this would remove a lot of manual intervention.

  • Ivelina Ivanova commented  ·   ·  Report

    This is one of those clumsy Xero functionalities that desperately needs improving. Virtually all our customers have a a separate email for invoices from the one for accounts (i.e. where statements are sent). Yet, Xero has only one default email address, automatically used for both purposes. Just please sort this out!

  • Marlyne Sammut commented  ·   ·  Report

    Ability to send invoices and statements to separate email addresses.

  • Rachel H commented  ·   ·  Report

    This would be amazing! Often the quote & invoice needs to be sent to the job manager but only the accounts manager requires the statement (and/or invoice). This should definitely be an available feature!!

  • Joe MacGillivray-Reeves commented  ·   ·  Report

    Lots of other accounting softwares have this function already, Xero pick up your game! this is an easy request, baffles me why it hasnt been done yet.

  • Chris Curlett commented  ·   ·  Report

    This is such a great idea and would save so much work. Many of our suppliers have a separate email address for Statements it would save a lot of time

  • Trent Newton commented  ·   ·  Report

    We, really need this! It would save us some much time instead of manually copying and pasting email addresses one by one before send!

  • Rachel Rimene commented  ·   ·  Report

    Totally agree. We have the same problem, and it would be nice to take the stress out of having to send to multiple when they don't require it. This would be a handy feature not only for the business i work for but our own personal business also.

  • Chris Curlett commented  ·   ·  Report

    Come on XERO prove to us users that you CAN do something that we need.

    It is time to stop talking and start performing.

  • Maria Li Volti commented  ·   ·  Report

    Totally agree with having the ability to send invoices, Purchase orders and statements to different emails.
    One of my clients is a shop fitter and we send emails to their sales team which have a different email to the accounts department. Hence at the moment we are sending invoices & PO to both emails address. It would be great if this could be split so only the appropriate department received email.

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