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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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

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  • Sarb Haire commented  ·   ·  Report

    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.

  • Ian McKay commented  ·   ·  Report

    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.

  • Neil Greenshields commented  ·   ·  Report

    Or at least make the address preview window larger so you can easily see if you have multiple e-mail addresses

  • Shirani Wethasinghe commented  ·   ·  Report

    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.

  • Kate Croft commented  ·   ·  Report

    AGREE WITH EVERYONE HERE. This should be a basic function

  • Matthew Clark commented  ·   ·  Report

    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!

  • Prime Painting commented  ·   ·  Report

    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...

  • Taryn Hogan commented  ·   ·  Report

    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.

  • Adam Greco commented  ·   ·  Report

    Holy moly. This idea was submitted 7 years ago with no action, still?

  • Rossa Light commented  ·   ·  Report

    Critical. why cannot Xero do while all other ancient accounting programme can?

  • Liam McKenna commented  ·   ·  Report

    This would help very much and increase fluidity when emailing quotes or invoices

  • Mary Ashby commented  ·   ·  Report

    Hi,

    This is proving to be a real problem to me. Our customers are large companies with several employees. Ideally, we need two separate email fields in the finance section for invoices and statements. In the main contact details section we need the ability to enter several different email addresses so we can choose who we want to send the quotes to.

    Currently we are losing important email addresses as they have to be deleted when we want to send quotes, invoices or statements to just one email address.

    If I am misunderstanding how to use the contacts properly please can I have some guidance? Thank you.

  • Adam Greco commented  ·   ·  Report

    Would be helpful, but just keep in mind people that most of these requests sit here for years. You likely won't see it in the time before you graduate from Xero, but you will get a "new" look at adding customers/vendors that is clunkier than a 1963 GMC Truck.

  • Sam Walker commented  ·   ·  Report

    We have lots of customers that require this meaning we have to manually email most of our statement runs

  • Di Ward commented  ·   ·  Report

    To be able to link difference email addresses for difference tasks, for example have an email address to send Customer sales invoices only and another email address to send customer statements and reminders only as a lot of companies have different email addresses for specific items.

  • Jarrad Brilley commented  ·   ·  Report

    Hard to believe this idea is 7 years old, was posted by XERO themselves, and still not implemented

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