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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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  • Shannon Gray commented  ·   ·  Report

    Can't believe this still hasn't been sorted by Xero. We have multiple project managers requesting quote, from within the same companies and even within the same departments. But they don't want to receive the invoices or the automatic reminders. We have had complaints from our clients about this. We also often have multiple jobs running for the same company at the same time. The default contact gets everything whether it's their project or not. Constantly having to change the default but this is still not enough to avoid the automatic reminders etc going to the wrong person.
    THE RADIO SILANCE FROM XERO IS SHOCKING CUSTOMER SERVICE.

  • Sarb Haire commented  ·   ·  Report

    Please can you look at implementing this?
    In the Contacts page you could have a separate field for email addresses for Invoices (example accounts dep), and a separate one for Quotes, it would make so much sense! Please can someone reply from Xero? This just needs a little work from your IT team. Kindest Regards Sarb.

  • Sarb Haire commented  ·   ·  Report

    Please can you look at implementing this, For Example, If I am sending an invoice, every time, I have to delete the persons that I need in there for quotes (and vice Versa with quotes)? In most cases, I delete the relevant persons, but on some occasions, I end up sending them to all departments, which is frustrating for all concerned.

  • Ian McKay commented  ·   ·  Report

    Is it possible to set up contacts so a specific contact can be allocated as the address for remittance advices. Currently the remittance advices are forwarded to all contacts on the that are flagged on the email list.

  • Neil Greenshields commented  ·   ·  Report

    Or at least make the address preview window larger so you can easily see if you have multiple e-mail addresses

  • Shirani Wethasinghe commented  ·   ·  Report

    Invoices go to AP email address which is the default one and Remittance Advice is required by some customers to be sent to AR department or a different person altogether which is a different email. Please provide this capability as its imperative.

  • Kate Croft commented  ·   ·  Report

    AGREE WITH EVERYONE HERE. This should be a basic function

  • Matthew Clark commented  ·   ·  Report

    How is this not possible already? We have this problem on every invoice, then when we update the company contact the reminders for other invoices to the same customer go to the wrong person in the customer company. It's not only an annoyance when sending invoices, it reflects poorly on us when our customers have to tell us that our accounting software is giving them reminders for a project they weren't involved with. Please fix this ASAP!

  • Prime Painting commented  ·   ·  Report

    I still have to manually change the email for a contact depending on if i am send a quote of invoice. Seems like a very simple feature to implement...

  • Taryn Hogan commented  ·   ·  Report

    Wow, this still hasnt been done!

    Invoices to one, statements to another for sales.

    And now purchase orders are able to be done in the app. This is finally available but we need to be able to set email addresses for our billers to either receive purchase orders or remittance advice and it could autofill the correct one.

  • Adam Greco commented  ·   ·  Report

    Holy moly. This idea was submitted 7 years ago with no action, still?

  • Rossa Light commented  ·   ·  Report

    Critical. why cannot Xero do while all other ancient accounting programme can?

  • Liam McKenna commented  ·   ·  Report

    This would help very much and increase fluidity when emailing quotes or invoices

  • Mary Ashby commented  ·   ·  Report

    Hi,

    This is proving to be a real problem to me. Our customers are large companies with several employees. Ideally, we need two separate email fields in the finance section for invoices and statements. In the main contact details section we need the ability to enter several different email addresses so we can choose who we want to send the quotes to.

    Currently we are losing important email addresses as they have to be deleted when we want to send quotes, invoices or statements to just one email address.

    If I am misunderstanding how to use the contacts properly please can I have some guidance? Thank you.

  • Adam Greco commented  ·   ·  Report

    Would be helpful, but just keep in mind people that most of these requests sit here for years. You likely won't see it in the time before you graduate from Xero, but you will get a "new" look at adding customers/vendors that is clunkier than a 1963 GMC Truck.

  • Sam Walker commented  ·   ·  Report

    We have lots of customers that require this meaning we have to manually email most of our statement runs

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