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

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   221 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

   Sally Janes supported this idea  ·  02 March, 2025

2. Sales Invoice - Include files attached to an invoice when sending

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sally Janes supported this idea  ·  13 December, 2024
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   Sally Janes commented  ·  13 December, 2024  ·  Edit…  ·  delete…

   This is essential for how our business works, as the attached files are always the signed orders and authorisations that have to go out with the invoice. It is fiddly to set each individual file to attach to an invoice, as there can be 20-30 attached signed slips.

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