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.

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
-
Daniel Suckling commented
Many businesses have different emails for placing orders and sending remittance advice's too, so this is very important to us.
-
Shelley Buckner commented
I changed jobs a year ago and MYOB was AMAZINGLY easy to use compared to Xero - the lack of being able to send invoices and statements to different email addresses seems like it should have been sorted YEARS ago - your own comment boards have been complaining at the lack of this functionality for years. How as clients do we get this sorted as an URGENT request?
-
Paul Lawton commented
We need to be able to send quotes to specific purchasers and invoices to accounts departments. This is critical to the whole system, its as if xero assumes that all its small business customers are only dealing with the general public. trying to use this software to deal with companies with a large number of employees & departments is almost impossible. Sending quotes to the accounts payable department just annoys people, sending invoices to site managers means it never gets to the accounts department. I honestly cant believe that this is even an issue. Sage has had this for 20yrs.
-
Amy Vine commented
Agree, something so simple for them to sort yet, here we are still.... Not sure why we need to wait until a certain number of votes are in place, this is a needed/critical very important feature for any accounting system. my statements need to go to different email addresses to the invoices. While at it, please also make it so I can have separate pricing for different customers. Also, a needed feature, also add a feature so as I can have one contact with multiple under it eg. Foodstuffs and then all the stores under it.
-
Adam Greco commented
This is getting really stale, Xero. Help us help you. Add this basic feature that other software has been doing since the '90s.
Your customers have spoken. We don't need new reports, we just need a solid core product that allows us to function professionally. Give it a try.
-
Luke Pappin commented
Bored now. Sort it out. This is simple.
-
Shannon Gray commented
Totally agree with this. I can't believe this still hasn't been sorted out when Xero are implementing pointless changes like the new look reports etc. We work with big companies, with multiple departments. We can have a number of jobs on the go at once. None of the project managers want fee estimate which relate to other projects, nor do they want invoices, auto-generated reminders, or statement. We need to be able to specify where these things are sent. We have actually had complaints from clients who keep receiving things that don't relate to them because Xero will always sends to the primary contact email held at that moment in time. Constantly changing the contact information to try to avoid the problem. It feels as though we need to employ someone just to do that waste of time process.
-
Simon Cooke commented
plz
-
Christopher Costi commented
Agreed. the new look reports / invoicing is useless. we need more functionality
-
Denise Wilson commented
I don't want "beautiful reports" I NEED an effective system that works.
Xero appears to be catering for anyone other than the actual users.
Give us extra email addresses. Listen to your customers. Make it happen. -
Haydn Wedding commented
Brad is bang on, and these changes remove basic user functionality - like taking away the global search field
-
Adam Greco commented
Brad isn't wrong........
-
Brad Field commented
We keep seeing areas that already work well given cosmetic updates to make them "more beautiful" while changes that make us, our customers and our suppliers more efficient are left in the "not really important" basket...
-
Jared Robinson commented
Agreed with everyone below...voting again. This is one of the main basic functions of accounting software, connecting the right information to the right people with minimal input.
-
Adela Albornoz commented
For the love of god Xero, please just allow me to have an email address for purchase orders and an email address for remittance advices within a supplier contact. I am sick and tired of having to manually input email addresses when sending off remittance advices because the supplier has a sales and an accounts department and neither want to receive the other's documentation. IT SHOULD NOT BE THIS HARD!
-
Jared Robinson commented
Looking to send an invoice to regular customer accounts department and project managers with additional job files attached, but once the initial invoice is sent it will only send statements and invoice reminders to the primary contact (customer accounts in this instance).
Currently, I have to manually send reminders so that I can maintain the various contacts (project managers etc) that require an initial invoice and attachment email but don't need to receive the invoice reminders that are really targeted towards the customer's accounts contact.
A possible solution could be to have all customer contacts be accessible when emailing an invoice so that they can be added to an initial invoice mail out, but the accounts (Primary contact) is the only one permanently linked to the invoice for when a reminder or statement needs to be sent.
Currently the only option is to have all contacts included in emails and then manually remove them from statement mailouts when necessary while manually sending invoice reminders. Or to utilise a separate program to mailout the single invoice and other attachments to the customer project manager.
-
Woody Loines commented
My client is dealing with large customers who have one contact for approving invoices and another for paying invoices. The former doesn't want to be chased for payment and the latter doesn't want to receive invoices.
-
Panna Mistry commented
would be extremely beneficial - we have staff members from different departments all trying to use xero for their purposes - with only 1 email address per contact, not user-friendly. Purchasing needs a different email to quotes dept, then we have the accounts payable, and accounts receivable - all having to manually alter the email address numerous times a day.
-
Gail Nix commented
This would be so useful particularly as we have different staff members who produce quotations and invoices and don't necessarily know which from those emails saved against the client who needs which document. Looks unprofessional to send all documents to all people and can cause confusion with our clients.
-
Adela Albornoz commented
This would be amazing to have as I am constantly having to manually adjust the email when I send a purchase order, invoice, statement or a remittance advice.