Skip to content
← For small businesses

Enter your idea

For small businesses: Settings & user roles

Categories

(thinking…)

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.

324 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Campbell Hope commented  ·   ·  Report

    Dont think we are quite on the same page here! I am talking about something that seems to be a built in feature of Xero.
    All Contacts - Search customer - click on customer- List of invoicesAwaiting payment. Scroll down past 'Money in over last 12 mths' until you see a box 'Note by...... to the right 'date of note'.. to a small solid down arrow. Click on it 'View or Copy. click on view to see the note or email and get a program note 'Something is wrong' Error 500
    Appreciate it if you can get this function to work please.
    Many thanks
    Campbell
    Roommate Cabins Ltd

  • Darren Van der pol commented  ·   ·  Report

    As others have stated. I am surprised this is not a standard function.

    Most definitely need this developed as soon as possible.

  • Jayna Mackley commented  ·   ·  Report

    I note that when sending Customer Statements, a note is created under the contact. When you click 'View', an error appears. This makes it impossible to view the statement that was sent to your client. If an invoice is changed after statements are sent - it's useful to see EXACTLY what the client saw on their statement - making it easier to reconcile their payments.
    I have had a client refer me back to the statement I sent them earlier in the month - but I couldn't view it or recreate it. Not a very professional look.

  • Mike Amoss commented  ·   ·  Report

    I can't believe this is not a defacto standard facility. Audit trails being able to prove email communications are essential !

  • Taleisha Collins commented  ·   ·  Report

    This would be highly beneficial to see a log of emails sent through Xero!
    Please could this be looked in to as a matter of priority.

  • Graham Gepp commented  ·   ·  Report

    This would be a very handy feature. For the moment I think the only option is to save invoices to my desktop then attach to my own emails. This however seems to defeat the purpose of the on-line email feature but hopefully this will be a future improvement.

  • Patrick Forde commented  ·   ·  Report

    Its incredibly frustrating that there is no history logged regarding emails
    its causing heaps of dramas and resulting in allot of wasted time
    please amend asap

1 2 3 4 5 7 Next →