invoicing contact
Ability to select which "people" on a contact record will receive specific e-mails from Xero
For example i would like to be able to have the primary contact as the MD of the business BUT not for them to receive any general accounting communications.
I would like invoices to be sent to my clients purchase ledger department who have a shared e-mail box as well as the companies autoentry e-mail address for invoices and Statements to go to a specific lady that deals with statement reconciliations and payment runs. And none of these accounting documents to go to the primary contact.
My Xero integrates with Bright Manager and that needs the the Primary contact to be the real contact NOT an accounts contacts.
Mandy Roberts
shared this idea
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
