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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Michael J Good commented
Hi Xero, You are Great however I would really like to add a suggestion which I think many Xero users would also like to see.
We have many customers who have multiple contacts for various functions example:
Quotes get sent to contact 1 and 2
Invoices get sent only to contact 2 and 3.Would like the option to be able to set up a contact/customer then add all the contacts on their account and then select/differentiate specific contacts for PO's, Quotes and Invoices.
Right now every time we sent either we always need to manually remove/add emails when sending to customers.
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Killian Ruby commented
This is about having a setting for who can get draft invoices/statements etc. vs final versions.
Invoices and statements can be sent to people set up in the CONTACT profile to receive emails……this is very useful when we send out the final invoices/monthly statements as an example.
However, the way we do our process for invoicing is:
1. We upload our invoice file
2. We send these (from XERO) for review
a. HOWEVER, we only want the internal Malaspina team/staff to get them, so if there are any errors/issues/corrections etc etc that the client does not see these first, and we can amend before going final
3. The issue:
a. When I email these it brings up all the “contact to receive email” people based on the CONTACT profile
b. I need to go into each email box, copy the email of whom I really want to get it
c. Delete everyone else
d. Paste in the correct name
e. Do this across approx. 90 invoices
f. Send in draft
4. An awesome solution?
a. Have an option where you can set up in the CONTACT profile to receive DRAFT emails/invoices/statements or not (e.g. Harry can receive “FINAL” and “DRAFT”, Client X “FINAL” )
b. or something similar like when the mailing dialogue box comes up it shows the names and you can deselect all and then click on who you would like to get the email
c. I prefer 4a as you could have a lot of potential people in a CONTACT to get the final version so 4b is more cumbersome and it would be easier to manage via a “4a” process. -
Rajdeep Singh commented
I want to specify a different email contacts for sending invoices & statements
Working as an accounts person, I come across a common problem where systems only allow for one email address to be entered on the contact card. Xero doesn't have this problem, you can add extra emails in to the contact card- however I would LOVE to be able to tell Xero what I want to use each of the different emails for.
For example- for our debtors, I need to send the customer invoice direct to the sales team person we have been dealing with (so they can approve it before sending it on to theirs accounts dept), but at the end of the month, the statement of the account is preferred to go straight to the Accounts team for review.
I want to be able to indicate on the contact card what I want to use the email address for so the email field is filled correctly with the email I need depending on the action I am taking.
Would anyone else out there find this useful?
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Leticia Carraro commented
We have to send remittance advice for different departments, would appreciate if we could set multiple emails fore remittance advice.
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Sarb Haire commented
You have recently upgraded your system to allow us to choose which attachments to add to your quotes before, this is a very similar request, just give us a drop down box to allow us to choose from the saved email address, for when we send anything from Xero. It’s just background programming required from your IT department! It would make so much sense. But lack of response isn’t acceptable when we are paying Customers. How many people have to ask for this before it should be compulsory for Xero to act on?
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Dana Patterson commented
having a separate contact / email address being loaded for statements separate from where the invoices go will be amazingly helpful.
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Lisa Falzon commented
Putting forward a feature request to be able to have a contact for the initial email sent out, then all future contact (email chasers) sent to a different email address.
We have several companies who want this process and we have to remember to do it manually.
All quite fiddly and time consuming.
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Megan Shell commented
Allow us to select a contact to be the default receiver of quotes. My main contact is usually a billing contact, and they are not usually the same person that is responsible for approving quotes. It would be very handy to be able to set that contact separately, or even to choose a contact from a drop down after selecting the client.
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Alec Sharples commented
We have a small number of contacts who are both customers AND suppliers and have different default emails depending on the function. So it is imperative that we send the correct communication to the appropriate personnel. Sending messages to the wrong address just leads to muddle and confusion and something that you'd have thought would be easily rectified with a little thought.
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Lisa Height commented
yes Please. Our contact data is imported from a job management system and only allows one primary contact email. But we need the ability to add different emails for accounts.
In our job management system for example the primary contact for our suppliers is for purchase orders, whereas in Xero we need to be able to email the accounts department for remittances.
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RadPro Accounts commented
Absolutely essential, such a pain to work around and keep getting told off by customers when a statement slips through to the invoicing email address.
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Anastasiia Dorodnaia commented
Nowadays it is common when invoices processed through AP recognition system automatically (from a special mailbox) when the Accounts Payable team used different mailbox to monitor payment query or Statement of Account. More and more suppliers ask to send invoices and SOA to separate emails.
At this stage, it’s not possible on Xero to set up multiple email addresses for a contact to send invoices and statement of accounts (SOA) to separate email addresses. You could add additional people in a contact record. However, you would need to manually go to an invoice and select 'Email' and manually enter the email address and this would be the case for sending a SOA as well.
It would be handy to be able to have set up on Contact for invoices to go (only - but not Statement) when Statement goes to Accounts Payable email address (different from invoices). -
Linda Wheelwright commented
Sage 200 which I am used to using has the ability to assign contacts to different tasks, eg one for invoices, another for statements. This is a really useful feature which Xero is lacking.
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Shannon Gray commented
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
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. -
Eleanor JM commented
Have been asking for this for years
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Luke Pappin commented
needed yesterday. c'mon!
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Sarb Haire commented
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.
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Ian McKay commented
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.
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Neil Greenshields commented
Or at least make the address preview window larger so you can easily see if you have multiple e-mail addresses