History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
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Julie Tabone commented
I've just looked for the answer to this one too. At least if there was a history of sending reminders then it can reinforce legal proceedings with proof of requests for payments. No audit trail for sending information is a poor performance of the software!
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Peter Hehir commented
Quickbooks allows you to cc the invoice to an email address by default. I have a copy of every invoice we sent. Sadly we switched to Xero (not my choice).
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Jodee Carter commented
This needs to be addressed with a matter of urgency. Stop playing around with invoicing when it works & work on the items requested that don't have anything in place.
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Shawn Prodgers commented
11 years since Xero flagged this to their team and still nothing. LOL.
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Terri Louch commented
I cannot believe after all this time that this is still an issue. Is it even in development?
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Frederik Rissom commented
has this still not been implemented? It can be really embarrassing if we have to go back to a client saying we don't have a record of the email we sent them, which can happen easily if you mistype your own email address, or in our case a generic accounts@ email
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Shadi Habash commented
So disappointing this isn't an existing function!
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HordernIT Accounts commented
Definitely important feature to have
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Maria Daehn commented
This has been pending for some time. When will it be resolved?
Require this urgently! -
Tanya Crerar commented
Absolutely must be able to know what information has been sent to customers. No good having a copy sent to the private email of the staff member who sent the email. As a work around we need to be able to select our business email address to send a copy to and this needs to happen automatically rather than needing to select it manually each time.
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Jessica Salmon commented
Please add a Xero report or log that provides the details of all emails sent out via Xero.
This should include invoices and statements sent manually by users, as well as invoice reminders.
The History and Notes report contains some of these details, but does not have sufficiently nuanced filters to isolate email history from the other entries. Also there is no ability to save a custom report with pre-set filters.
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Faruk Ozturkmen commented
Today is 13-10-2024, and we still have no solution.
I have to say, Dave’s comment really hit the nail on the head: "You could at least warn us that any messages sent by email will be immediately destroyed because that's not something a normal person would expect to happen." That’s exactly the situation we’re dealing with here—and it’s incredibly frustrating.
On top of that, having multiple businesses, each with its own logo, invoice template, and email, is perfectly fine. But why not let users assign an email per template? For example, when I use invoice template #1, email template #1 should be used, and when I switch to invoice template #2, email template #2 should be sent. Right now, we’re stuck with just one email selection, meaning we have to manually change the email every time before using a different invoice template. Seriously? This is basic functionality.
We’re in the age of AI—AI could write this code for you right now! It’s beyond frustrating that this hasn’t been resolved yet. Could we please see some positive action to address this issue?
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kevin eaton commented
this is ridiculous. so, not only can we not see what we sent to people in the past from within xero, we cant automatically get a copy of what was sent in order to work around the issue. this has huge regulatory and compliance issues. add onto this the *STILL* refusal to allow recurring invoices to have their prices updated globally if the price of an item changes, and the idiotic decision to have the customer name as the primary key for the database (got 2 customers called John Smith?? ooh, no, that would never happen would it??), and the lack of connectors to 365 for invoice generation and I'm done with xero - i'm leaving.
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Jodi Williams commented
If it's not possible to have our emails appear in our Sent Items in our email programs, could you at least provide us with the ability to set our outgoing emails to 'send me a copy' as a default setting?
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todd wong commented
please do this asap.
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Justin Giannikos commented
Hi Xero,
As others have said, this feature really MUST be added as a matter of absolute priority.
This is a MAJOR gap in your software where something as business critical as billing and client communication is not recorded or retrievable in any way what so ever. It is really hard to believe this is a thing.
Please please please correct this programming oversight.
Thank you.
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Mitchell Robinson commented
Ridiculous this is not an included feature.
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Mark Hunt commented
Can't believe this hasn't yet been added/amended as a feature to help ensure we can access everything generated by Xero.
Please do it asap. -
Ruth Martin commented
amazing that this isn't possible! definatly a very much needed basic thing
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Vanessa Wells commented
Just now, I accidentally forgot to tick the box to send me a copy and shocked to find there is NO WAY to retrieve it. At the VERY LEAST the box to "send me a copy" should default to "ticked" and you have to actually untick it to NOT send. The consequences for not doing this need to be in the right order (ie not a big deal to get an extra email, a very big deal to lose all trace of it!). Frustrated!