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

    713 votes

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    251 comments  ·  For small businesses » Contacts & communication  ·  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

    366 votes

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    304 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.

    I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.

    When there is opportunity to pick this up, I will share any news with you all here.

    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.