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

    723 votes

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    255 comments  ·  Contacts & files » Contact  ·  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…

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    Derrick Cant commented  · 

    This feature needs to be implemented.
    Every contact needs to be customisable with different default email addresses for actions taken (eg remittance, PO, invoice, statements etc).

    Derrick Cant supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    550 votes

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    142 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

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    Derrick Cant commented  · 

    There should be a field within the customer account which you can select to send statements or invoice reminders etc. We have customers with different requirements so to fully automate the process it would be great if each customer can be customised.

    Derrick Cant supported this idea  ·