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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Margaret Beeching commented
Thank you Sharon . I will do in future - i was trying to avoid a huge folder that ill need to be edited. And of course an item can be deleted as complete and a problem arise months down the line.
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Sharon Matthews commented
Just send a copy to your company email, then save to a folder 😊
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Margaret Beeching commented
A supplier queried that I had sent two purchase orders, when in fact I had sent one, then a revision of it (and I always mark it as revised) . The notes confirm that it had been sent (but no details) . I have now asked the supplier to go through their emails from 7 months ago as they issues two bills.
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Paul Basford commented
This is ridiculous, I cannot retrieve a comment made in the email body about a cost for something outside of the attached quote, now I have to ask my client what price I quoted after they have agreed the quote.
Get this sorted, everybody needs to be able to have the ability to view a previously sent email if they need to.
Fuming.
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akshay singh commented
You can easily solve this with https://www.xeroemail.com – use your own SMTP to send all Xero emails from your own email ID. It takes just 2 minutes to set up and works seamlessly. Watch the demo here: https://youtu.be/MNsvdL-ppls . With this, every email sent through Xero will appear in your Sent folder.
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Kate Mccosker commented
This would be very helpful.
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Emily Spinks commented
It's absolutely ridiculous we can't see the emails attached to invoices!
I would never have swapped to xero
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Suzanne Gallagher commented
We add supporting detail to every bill sent in and it would be helpful for the bookkeeper to see this with the attachment so they have all the information they need
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Alison Chaffey commented
Please add in a filter or a new section to the 'History and notes' showing the emails sent from the system. Sometimes we customise the email content when chasing payments and I want better visibility of what's been said to customers. This would also highlight the amount of activity and time spent on accounts receivable.
I want to be able to see:
Contact
Recipient Email Address
Sender
Email Subject
Email Body
Sent Date & Time -
Carolyn Smith commented
It seems crazy that we can't check emails sent. I had no idea we wouldn't be able to and wouldn't have started emailing quotes via Xero had I known this.
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Kimba Cooper-Martin commented
This would be a very handy feature!
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Monique Oosthuizen commented
Can we please get this in a new update ASAP as it causes BIG HEADACHES with customers stating they never received communication regarding corrected invoices etc.
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Cemal SOYDANER commented
Honestly I have been religiously selecting send me a copy but for once I forgot to client send a copy and i am staggered that i cannot retrieve this email. This has to be a critical update. What are you waiting for??????
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Nicole Gordon commented
Can we have an update Xero Team please. Going by all the comments this is a desperate need for a lot of businesses
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Golden Goose Accounts commented
Crucial for following up whether emails have been sent or missed.
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Graham Thomas commented
Hi,
Although "send me a copy" will maintain a record of an email, maintaining an online audit trail for information sent and received is critical! Please include a log of communications.
Thanks,
Graham. -
Lisa Campbell commented
Please make this happen in the next update.
Don't forget to make sure that previous emails sent prior to this need to be included in the register.
Thanks
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Jodee Carter commented
Pull your socks up Xero, this request is nearly 2 years old & it still hasn't been implemented. We are accountants that use the Xero Ecosystem so it's not like you aren't making enough money off people as we also steer our client to Xero but this is a HUGE gap in your offering.
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Sarah Legg commented
I completely agree with Dean and Sam. I am amazed that in 2025 there is still no ability to store sent emails, especially since it seems to have been an issue since 2013 if I am reading the above shared idea by Xero correctly.
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Dean Friske commented
I second Sam Steele's and Anthony Jeans' comments.