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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Kevin Storm commented
Email Settings
Whilst a user can create more that one email account for sending emails and putting reply email addresses on, only one can be selected for each at any one time. We'd like the ability to have emails relating to sales invoices and customer statements being sent from one email address, whilst at the same time having a different email address active for sending supplier remittance advices etc.
At the moment, we have to remember to go to settings each time we want to send emails and check which address is active and switch it as necessary.
Because the re are multiple people working on our finances, we use generic email addresses such as creditcontrol@............ and purchasing@........... We don't want sales related emails being sent inadvertently from the purchasing@......... email address etc.
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Kathy Golds commented
looks like we should be voting with our feet and moving to MYOB ....
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Jarrad Brilley commented
There are other ideas with much more votes (500+) from 2 years ago that are still not sorted. This will never be done, unfortunately.
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Rob Daniels commented
Every time I send a quote it goes to the customer billing contact. Each customer has several decision makers, usually department heads, so that's who the quote is addressed to but I have to edit manually every time as the default is the billing address, and that's a PIA.
It seems such a basic need, please sort it. -
Melanie Mackaay commented
Every single comment here makes sense, having this issue sorted would definitely help our business too!
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Belinda Winter commented
This would really assist us when sending purchase orders and remittances out, as companies want them to go to different individuals, and don't want both ... thanks.
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Daniel Suckling commented
Many businesses have different emails for placing orders and sending remittance advice's too, so this is very important to us.
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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?
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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.
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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.
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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.
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Luke Pappin commented
Bored now. Sort it out. This is simple.
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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.
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Simon Cooke commented
plz
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Christopher Costi commented
Agreed. the new look reports / invoicing is useless. we need more functionality
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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
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Adam Greco commented
Brad isn't wrong........
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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...
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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.