Settings and activity
3 results found
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655 votes
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…
An error occurred while saving the comment Accounts Cleancorp supported this idea ·
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1,284 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Accounts Cleancorp supported this idea ·
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220 votes
An error occurred while saving the comment Accounts Cleancorp commented
Disappointed to see that nearly 10 years later this option has not been implemented. Would save us a lot of time.
Accounts Cleancorp supported this idea ·
Allow option to have separate email addresses for invoices, statements & purchase orders.
Currently the only way to do this is as follows:
1. Add each individual email address.
2. Tick the "include in emails" check box.
3. Manually remove irrelevant email addresses from the email address field when you send the invoice, statement, or purchase order.