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XPM - Add multiple email addresses for client

We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to, and you can tick a box to say who should get what. That would be perfect for XPM too.

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Kym Weis shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

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  • Nicole Mills commented  ·   ·  Report

    Would save a lot of time and improve efficiency! We should be able to send tax payment letters to multiple people instead of having to leave this field blank to check upon sending or having a separate spreadsheet.

  • Noel McKenney commented  ·   ·  Report

    Should be done as a priority.
    If Xero programmers can't work out how to do it, maybe they should ask MYOB to show them !!!!!

  • Richard Wilson commented  ·   ·  Report

    This is such a simple request that should be added straight away!!

  • Michelle Simpson commented  ·   ·  Report

    Be good to have categories for email addresses - Accounts Payable, Accounts Receivable, Statements, Remittances

  • Matt Hird commented  ·   ·  Report

    We need this feature as we are getting duplicate contacts when orders from Woo Commerce are made. Due to the different email addresses. Ideally we can have multiple emails addresses per contact so this duplication does not occur.
    Please advise

  • Alana Macklin commented  ·   ·  Report

    I totally agree and can't understand why this would not already be an option?! The work around to include a custom field is certainly not ideal.
    Having recently converted from Handisoft to Xero XPM, it was a much more flexible system as there were any number of emails and/or phone numbers available to be included in the database.
    There was also the option to select the preferred email and nominate it as the default which was very helpful too.

    This needs to be a high priority for Xero!

  • Julia Alessi commented  ·   ·  Report

    This should be a standard feature; we cannot operate efficiently without this option.

  • Gerard Connolly commented  ·   ·  Report

    We also need the ability to schedule emails to go at a certain time and also the ability to schedule invoices to be sent on a certain date

  • Alana Macklin commented  ·   ·  Report

    This is a must have, multiple email fields. So many clients have more than one email address for various reasons.

  • Inzi Pethiyagoda commented  ·   ·  Report

    XPM - Multiple emails separated by ; in the primary contact's email field to be enabled.

    Many firms use ATOmate to handle ATO correspondence and some clients prefer correspondence to be forwarded to multiple email addresses. Only Xero has disabled this and other software providers allow for this. If multiple email addresses can be reported under primary contact or Xero changes the interface with ATOmate to allow all email addresses (all contacts) to come down to ATOmate this will be resolved.
    Please see email chain from ATOmate.

  • Anne Rab commented  ·   ·  Report

    Yes I agree with Megan's comments below. We have clients that want their tax letters and tax returns to go to one email address, their general correspondence to another and their invoicing a separate one, so a drop down option would be a great help rather than changing it for each.

  • Noel McKenney commented  ·   ·  Report

    Yes would be good - if Xero listened & cared that is....but they don't give a toss and have zero interest in listening. They may as well change their name to "MYOB" because they have become just as bad (which is why we switched from MYOB to Xero in the first place !

  • Sharnette Josephs commented  ·   ·  Report

    We often have clients with bookkeepers and other individuals involved in the business that need to see BAS or such information but not the personal tax details, a drop down pick list would be perfect

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