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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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.
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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!
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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.
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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.
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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.
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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.
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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.
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Ian McKay commented
Allows relationships to be managed properly
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Kylee Rennie commented
Separate email fields that link to different purposes in Xero. This would enable the purchase orders to be sent to one address and remittances to another. Having two email address options as it currently stands does not simplify things as each supplier's email address has to be checked every time I sent out large batches of remittances.
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Panna Mistry commented
I need the ability to send a bulk remittance to different contacts, however, am unable to do so, as they won't go to accounts, but to the sales departments. Not Good for business - makes us look extremely unprofessional if emails continuously go to the wrong department.
Really slows the workflow down -
Gemma Carrick commented
This is critical for us wanting to send PO's to the Sales team of the Customer, and then send Invoices/Remittances to the Accounts team of a Customer. Some Customers do not want to receive Invoices into their Sales inbox, and same goes for their Accounts team not wanting to receive PO's - clogging up their inboxes and creating confusion.
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Kathy Golds commented
It would be useful to have a dedicated email address/es for sending invoices, reminders & statements to without having to load another contact each time. For larger companies statements might need to go to another email address but maybe 2 email addresses can be set up (one for invoices & reminders, one for statements) and the statement address defaults to the invoice address.
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Ann Patrick commented
We are finding that many clients have automated accounts systems that require the invoice to be sent to a separate email address to the statement. If we could load two email addresses & have the ability to select either invoice or statement that would alleviate having to manually change it each month.
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Brad Field commented
Another duplicated delivery from a supplier meaning extra work for them and us in returning (and processing) the second unwanted order.
Why? Because both sales AND accounts received the purchase order we emailed (and accounts forwarded their copy to sales).
Yes- they should have remembered to check the order wasn't a duplicate.
Yes - we should have remembered to check the order was only being emailed to the correct email.
BUT systems based on everyone remembering to remember never really work. -
ART Software Group commented
Clients have different email addresses for certain areas of their company for example we need to first send a quote out to one client to request a PO and then send the invoice to a different email address it would make life easier if this was implemented.
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Annette Eggers commented
100% Agree, why isn't this an option!
Its very out dated to think only one person takes care of invoices and statements on one email.
I'd like to see an option in contacts for 'invoice email' and one for 'statement email'.
Each month we bill hundreds of customers so when it comes to statements I can't remember the emails for those people. This is so frustrating and time consuming, even writing this email having to mention something that should have been implemented long ago.
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Lisa Cammans commented
Our customers have an email specific to invoicing and to statement