Enter your idea

This appears to be a major deficiency and should be rectified within the program rather than relying on a 'workaround' which is what sending a copy to another email address is.

How can we ever prove that we sent correspondence?

Absolutely critical to managing our customer experience. Seems like a basic thing to add, please hurry up and do so.

This issue has been raised for years with no word from xero s to their interest in this option. Boycott xero I say and switch to zoho. So many more useful features. Currently I'm having to pay for two products to do what I was previously able to do with 1.

Clearly XERO aren't particularly bothered in this issue that so many people find of critical importance. Shame on you XERO. I first posted on this thread months ago, and I can see I'm far from alone. This "suggestions" section is obviously a bit pointless, as nothing gets done. Come on XERO, stop paying lip-service, listen to your customers, and make this happen. Surely you can see this is an essential feature?

Why isn't this a feature already? This is absolutely critical.

We absolutely need to be able to see prior communications to customers as each customer is individual therefore their treatment in credit control differs. We need to be able to see what we said to them last time we chased payment on an invoice to recall what to say this time

It is essential to have copies of sent emails for an audit trail, just as audit trails are essential to any small business. I do hope this feature will be available soon, as there is an ever-increasing amount of competition in the marketplace. You guys are pretty close to the top, I think you will want to stay there.

This feature should absolutely be essential.

This is such a vital thing to have I am so surprised it does not happen already. For Audit trails etc it is so important. Please can this be set up to happen.

I feel this is vital, because I came across similar situation where I want to send evidence of original email sent to him from Invoice screen. Unfortunately I have timestamp alone as evidence but couldnt pull the email sent to him when Invoice was raised. We should have a log on this.

This is vital, I write different messages to customers and need a copy. I should not have to cc myself, the body of the email needs to be saved in the customer account in Xero.

ANY correspondence to a client from a Xero organisation via the Xero platform SHOULD BE an essential link to your organisation. It is verifiable proof you've interacted with your client and enables you to manage client experience, risks, etc

Critical system to have linked to client account, if it is a "cc me " on the email it is significant additional administration to download the email and add to the clients file in xero or alternately try and maintain filing within standard mail system for every client.

If you provide the option to edit the email template before sending then Xero MUST provide a copy of that amended email as it is no longer a "default" or "basic" template. This also provides an audit trail and to provide confirmation of what was said to the customer in the event of a dispute.

We need this feature, it's essential for an audit trail.

As a work round you could set up an email address (e.g. quotes@yourcompany.com then send to it also, when you send out a quote. Not ideal but that's what we have done to have a trace of our invoices.

How do we raise this further than commenting on here as they obviously are not following this as none of our comments have received any kind of response from xero??

I feel we may have to boycott Xero over the inability to add this feature.

Multiple times now I have had a customer say I haven't sent them quotes when I have.

Had been selecting "send me a copy" only to realise now it doesn't tell me what email addressed I sent them too. Waste of time and lost sales.

I am at a loss to understand why Xero have not implemented this request yet with so many asking
It surely cannot be to difficult as other accounting packages have this facility