Skip to content
← For small businesses

Enter your idea

For small businesses: Contacts & communication

Categories

(thinking…)

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.

655 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Gemma Indra commented  ·   ·  Report

    Xero .... if your customers have been asking for this for over 1 year... why haven't you implemented this yet???
    Just give us a drop-down box where we can select which email address we want to send the purchase order/remittance/invoice etc to !! Please :)

  • Gemma Indra commented  ·   ·  Report

    This feature would be incredibly helpful and is an issue we are dealing with at the moment.
    I myself email purchase orders to our suppliers to their sales email address.
    Another staff member emails remittances to their accounts email address.
    And another staff member emails sales invoices to a different email address again.
    All 3 of us need to delete each email address from the auto generated email pop-up box each time we send... quite annoying and time consuming!!

  • Reece Galley commented  ·   ·  Report

    A simple idea that many people are asking for - statements to 2 person, invoices to another
    Thank you

  • Beverley Dollery commented  ·   ·  Report

    This should be fundamental to Xero and is needed urgently please! One of the reasons we switched to Xero to save time but the lack of being able to specify separate email addresses for different departments is causing a lot of of extra work.

  • Amanda Hensberg commented  ·   ·  Report

    I would like to be able to add different email addresses to select to send remittance advices or purchase orders

  • Celia Goddard commented  ·   ·  Report

    Yes! our customers have a buying team separate to the accounts department and currently we have to include both departments in on al documents (quotes and invoices and statements) which really annoys them as the accounts team have no interest in the quotes and the buying team has no interest in the invoices!

  • Dan Thomas commented  ·   ·  Report

    HAving just started using Xero, I am amazed that this isn't a standard function.. Every single customer has different people involved in the purchasing process and the ability to send only the correct information to the right person is imperative. Accounts do not want copies of all quotations.

  • Tania Spencer commented  ·   ·  Report

    This really needs to be sorted. We send PO's to suppliers to their sales team, but in order to be able to send remittances once invoices are paid, I need to include an email address for their accounts team. This means both sales and accounts departments get emails for both POs and remittance advice. There should be a tick box to send emails to specific contacts for specific purposes

  • Ruth Tonkin commented  ·   ·  Report

    Just had a client asking for this exact thing, as they have changed to an automated system for receiving invoices and statements. I had to go back to them and say sorry cant do this with xero.
    Hopefully we don't loose them as a customer due to this function not being available.

  • Chris Curlett commented  ·   ·  Report

    This is such a good idea Jan that XERO will ignore it!

    This is their normal way of responding to ideas that increase efficiency and are made by a user supported by many users!

    Typical of there condescending attitude.

    Good luck with this but do not expect much to happen!

    Chris Curlett

  • Sharlene Davies commented  ·   ·  Report

    we are being asked to send invoices, statements and remittance advices to different email addresses as our customers have an automated processing system for their invoices. The other documents are not being received by the appropriate person due to only being able to send to one email address for all documents.

  • Eliza Barwick commented  ·   ·  Report

    Yes, we need to be able to send POs to a sales emails at with our suppliers, and then the remittance advices to the accounts emails/departments. Our suppliers have requested this of us, and we have to remember which one to manually remove when sending these emails.

  • Margaret Murphy commented  ·   ·  Report

    I'm a relatively new user to Xero and am very surprised that the option to send tax invoices and statements to different email addresses is not available. Please can this fix be given priority. It's not efficient for us to have to manually change email addresses each month and there's always the risk of human error.

  • David Butler commented  ·   ·  Report

    Agree with all of these comments. We need the ability to change the destination email address easily.
    I have a large customer who require invoices to be sent to different email addresses (different departments within their finance group) depending on what the invoice is for. A drop down list would be perfect and minimize typing mistakes.

  • Fiona Isaacs commented  ·   ·  Report

    We have a company that is a supplier and also a customer. They have requested a different email address for their remittance advice but if I change this then their invoices go to the wrong address. It would be ideal if different email addresses could be loaded for a supplier and a customer when they are the same company.

  • Tammie Eadie commented  ·   ·  Report

    This function is critical. Many of our business customers want invoices going to their accounts department instead of back to the original contact that has nothing to do with accounts.

1 3 5 … 11 12