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.
AdminXero Team
(Admin, Xero)
shared this idea
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Jayna Mackley
commented
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
I can't believe this is not a defacto standard facility. Audit trails being able to prove email communications are essential !
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Taleisha Collins
commented
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. -
Dan Bulman
commented
Yes - it would be good
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Chris Osborne
commented
I would value this feature highly.
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Graham Gepp
commented
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.
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Patrick Forde
commented
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