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

    742 votes

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    273 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…

    Nigel Smith supported this idea  · 
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    Nigel Smith commented  · 

    I could do this easier when using an Excel macro for quotes / invoices / purchase orders / remittances. Within Xero it is fraught with the possibility of mistakes.

  2. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    415 votes

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    361 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

    Nigel Smith supported this idea  · 
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    Nigel Smith commented  · 

    Presently having to phone the recipient of each and every quote / invoice / purchase order to make sure they have received it and that it has not been junked. Having a bounce notification only lets you know that you got the address wrong, not that it arrived and got junked.