Client with multiple companies using different email addresses

Margaret Hamwood

• 02 December 2024 03:15

We have some clients that have personal companies and business companies that use different email addresses. When processing ASIC documents I have to delete the email address that doesn't apply to that particular company and then do the same again when I have to process one of the other companies utilising a different email address. This is rather time consuming and open to mistakes occurring.

In some instances we have created duplicate contacts with a slight difference in name to get around this, but this isn't perfect either.

It would be great if we could somehow be able to select either a business email address or their personal email address when processing forms through the CAS360 templates.

0

• Official comment

  

  Christopher Banks

  • 12 June 2025 06:00
  • Edited

  Hi Margaret,

  I have sent this feedback to the Wishlist for the product team to review and it may become a potential update in the future.

  As of the 12th June 2025 update.

  You now have the option to select the email when sending documents to a client.

  For more information, click here.

  If there are any further questions please reply to let me know so I may assist further.
• 

  Michelle Hartwell

  • 27 February 2025 03:04

  I also have this with a few of our clients as well.

  0
• 

  Toni-Anne Clayton

  • 05 March 2025 04:36

  I've experienced the same with a few clients too.

  0
• 

  Eva Mueller

  • 01 June 2025 23:08

  I have need for this function too. We have clients who are office holders in up to 5 companies - each with a different email address. So it's not only about a distinction between personal and business email, but having the option to select between multiple business emails. I hope this can be developed!

  0
• 

  Christopher Banks

  • 12 June 2025 05:59

  Hi everyone,

  As of the 12th June 2025 update.

  You now have the option to select the email when sending documents to a client.

  For more information, click here.

  If there are any further questions please reply to let me know so I may assist further.

  0
• 

  Janet Sucur

  • 15 September 2026 23:03

  Hi! 

  Following on from this issue, when completing an ASIC Annual Company Statement, is there an option available yet of selecting the secondary email listed for a 'Billing Contact' when sending the invoice separately?

  We have a client that has their own personal companies, however, is the bookkeeper for a separate client company.

  0
• 

  Andre Jones

  • 21 September 2026 05:40

  Hello Janet, 

  Thank you for reaching out. 

  Yes, you're able to choose the email address to send the invoice to when sending it separately.

  On the Document Production screen, when preparing an Annual Review, select the Billing Contact next to "Invoice Emails" and you'll be able to pick which email to send to if the contact has multiple addresses attached.

  Please let me know if you have any further questions. 

  0

Please sign in to leave a comment.