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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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
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Shirani Wethasinghe commented
Invoices go to AP email address which is the default one and Remittance Advice is required by some customers to be sent to AR department or a different person altogether which is a different email. Please provide this capability as its imperative.
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Kate Croft commented
AGREE WITH EVERYONE HERE. This should be a basic function
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Matthew Clark commented
How is this not possible already? We have this problem on every invoice, then when we update the company contact the reminders for other invoices to the same customer go to the wrong person in the customer company. It's not only an annoyance when sending invoices, it reflects poorly on us when our customers have to tell us that our accounting software is giving them reminders for a project they weren't involved with. Please fix this ASAP!
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Prime Painting commented
I still have to manually change the email for a contact depending on if i am send a quote of invoice. Seems like a very simple feature to implement...
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Taryn Hogan commented
Wow, this still hasnt been done!
Invoices to one, statements to another for sales.
And now purchase orders are able to be done in the app. This is finally available but we need to be able to set email addresses for our billers to either receive purchase orders or remittance advice and it could autofill the correct one.
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Adam Greco commented
Holy moly. This idea was submitted 7 years ago with no action, still?