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5 votes
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Simon Cooke
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737 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 Simon Cooke
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plz
Simon Cooke
supported this idea
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Feature request: Require bill/receipt attachment before bank reconciliation
I would like the option to enforce a file attachment or receipt requirement before a bank transaction can be reconciled.
Specifically, an optional setting at the organisation or user role level that prevents clicking “OK” on the bank reconciliation screen unless at least one file is attached to the transaction. The setting could be based on transaction value too - only enforced for transactions $50 or higher in value, for tax compliance.
This would be very useful for audit compliance, expense control, and reducing follow-up work chasing missing receipts across different staff / users. Many businesses already require receipts for all +$50 spend, but Xero currently relies on manual process discipline rather than system enforcement.
Ideally this could be configurable, for example:
- Enable or disable per organisation
- Apply only to spend money transactions, or above a dollar threshold
- Optional warning vs hard block
This feature would significantly improve bookkeeping accuracy and internal controls, especially for teams with multiple staff submitting expenses, and in the modern day context of automation, bank rules, auto-reconcile, and draft bill email forwarding.
thanks.