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1. Contacts - Different default email addresses for different transactions in Xero

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   225 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  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

   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… more

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   Siobhan Thomson commented  ·  13 June, 2022  ·  Edit…  ·  delete…

   We have many customers that have moved to accounting systems where electronic invoices need to be emailed to a specific email address. An example of this would be hub doc.

   However these customers have advised that this email address cannot be used for statements and these need to go to a different email address.

   In XERO it is incredibly difficult to differentiate email address so for these customers we have to keep a seperate manual list and remember to email these customers separately. And this seems somewhat antiquated.

   Given that I am sure XERO are aware of these services that are now available to business is there anyway you can set up an email address that pertains to statement only emails?? I know you can put numerous emails in a customers details but that doesn't really help differentiate as you still need to remember what goes where. I am talking about being able to input an email address that XERO knows is specifically for statements.

   We have experienced many months of bad debtors because statements have been going to systems like hub doc and the statements don't get recognised and get rejected by these systems.

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