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

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   220 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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   Rhys Daniell commented  ·  29 January, 2025  ·  Edit…  ·  delete…

   We are using the Xero API to post invoices from a POS system we have created.
   Our customer some large customers with multiple departments. They would like to specify which email address the invoice is sent to.

   The simplest solution would be to include the email address in the invoice data sent from our system to Xero. (If omitted, the main email address for the customer would be used.)

   A more secure solution would require that the email address be one of those entered in Xero for the customer or their contacts.

   An alternate solution would be to specify the id of the contact entered in Xero as an additional contact.

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   Rhys Daniell supported this idea  ·  29 January, 2025