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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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  • 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.

  • Peter Llewellyn commented  ·   ·  Report

    New Invoices - The ability to select an email address from a drop down list for that customer to send invoices to.
    I have a very large corporate customer who require invoices to be sent to different email addresses (different departments within their finance group) depending on what the invoice is for.

    At the moment only the email address for the primary contact is used (by default) so as a work around I have created multiple customers using slight variations of the company name (which I get in trouble for).

  • Nancy May commented  ·   ·  Report

    We're desperate for the ability to email different email addresses for Purchase Orders, Invoices and Remittances to the different departments in a company. Sales want our PO's, Accounts want our Statements, Purchasing want our invoices, Credit departments want our Remittances. The ability to not be able to allocate a task to an email in Xero would kick Xero out of the park for us!

  • Michelle Merrigan commented  ·   ·  Report

    I asked Xero for this function YEARS ago. We have been using Xero since 2012..... hopefully they do something.

  • Shane Post commented  ·   ·  Report

    Would be great to have a different default contact for Quotes and Invoices.
    Most times the contact you quote is not the same contact that pays the invoice.
    Would like to be able to set a Default Contact and Email for Invoices (accounts) and a different Default Contact and email for Quotes.

  • Maree Marchingo commented  ·   ·  Report

    I would love to be able to send statements to a specific email address ..not the one that i sent the quote or invoice to
    with automated systems they don't want the statement going to that system
    i would like to add an email address into a card and then pick if they get the quote invoice or statement

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