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.
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
-
Trent Newton
commented
We, really need this! It would save us some much time instead of manually copying and pasting email addresses one by one before send!
-
Rachel Rimene
commented
Totally agree. We have the same problem, and it would be nice to take the stress out of having to send to multiple when they don't require it. This would be a handy feature not only for the business i work for but our own personal business also.
-
Chris Curlett
commented
Come on XERO prove to us users that you CAN do something that we need.
It is time to stop talking and start performing.
-
Maria Li Volti
commented
Totally agree with having the ability to send invoices, Purchase orders and statements to different emails.
One of my clients is a shop fitter and we send emails to their sales team which have a different email to the accounts department. Hence at the moment we are sending invoices & PO to both emails address. It would be great if this could be split so only the appropriate department received email. -
Peter Llewellyn
commented
New Invoices - The ability to select an email address from a drop down list for that customer to send invoices to.
I have a very large corporate customer who require invoices to be sent to different email addresses (different departments within their finance group) depending on what the invoice is for.At the moment only the email address for the primary contact is used (by default) so as a work around I have created multiple customers using slight variations of the company name (which I get in trouble for).
-
Nancy May
commented
We're desperate for the ability to email different email addresses for Purchase Orders, Invoices and Remittances to the different departments in a company. Sales want our PO's, Accounts want our Statements, Purchasing want our invoices, Credit departments want our Remittances. The ability to not be able to allocate a task to an email in Xero would kick Xero out of the park for us!
-
Michelle Merrigan
commented
I asked Xero for this function YEARS ago. We have been using Xero since 2012..... hopefully they do something.
-
Shane Post
commented
Would be great to have a different default contact for Quotes and Invoices.
Most times the contact you quote is not the same contact that pays the invoice.
Would like to be able to set a Default Contact and Email for Invoices (accounts) and a different Default Contact and email for Quotes. -
Maree Marchingo
commented
I would love to be able to send statements to a specific email address ..not the one that i sent the quote or invoice to
with automated systems they don't want the statement going to that system
i would like to add an email address into a card and then pick if they get the quote invoice or statement -
Alice O'Sullivan
commented
Most of my customers require this. It's an essential part of doing business today.
-
Sian Fredericks
commented
Agreed, many of our clients have separate email addresses for invoices, statements and queries. It would be extremely helpful to be able to set them up in xero rather than having to manually resend individual statements to separate address each month
-
Liz Timms
commented
I am amazed there are only 263 votes for this.
A very basic feature required by most companies with more than 1 member of staff.
Come on Xero you have got us over to your software, now start to deliver or we will move away to other software providers that do listen.
-
Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
-
Kellie White
commented
We need a function to seperate the contacts when sending invoices & statements. Whether it be drop down selection OR ANYTHING! We have clients sales/marketing staff receiving invoicing, but of course do NOT need to receive the statements too!..... THIS REALLY NEEDS TO IMPLEMENTED XERO. We pay alot of money for your subscription each month, this is a standard option on many other accounting platforms.
-
Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
-
Wendy Tate MAAT AATQB FIAB MIAAP
commented
How many votes to get this done? Xero will lose some of it's larger subscribers without this ability being implemented. Fingers crossed the team get to this sooner rather than later.
-
Chris Curlett
commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go.
-
Gemma Carrick
commented
We use ApprovalMax for our site team members to raise PO's on and without this function we have issues where our site guys are sending PO's to all email addresses linked to our suppliers (doubled up PO's, confusion etc..)
-
RadPro Accounts
commented
It’s a real pain not having this basic ability. The suggested workaround is just as bad as not having the feature at all.
-
Chris Daniel
commented
I know from forum posts that many people, including me, have been wanting this for years.