Enter your idea

Please make this an essential requirement ASAP

A tab with a functionality where all outgoing email communication for a Xero entity can be recorded and reread in one place.

So does everybody else find the same as us when invoicing and checking invoices?

If you want to check whether an invoice has been sent in xero and you go to the notes field under "show history and notes" then there may be a record which says something like

"Sent by"[namedxerocustomer] mailname@mydomain.com, followed by a date.

But the last character of the email address is always knocked off. So in the example above the record actually says emailname@mydomain.co

So the notes field does not give you an accurate record of the status of the transaction.

Also, if you save an invoice, edit it, then send it xero tells you that a xero user has sent the invoice but doesn't give you any record of email address at all. So these are bugs in the xero code. Echoing Diana Lorkin's comments "...having been asked by a client to provide proof of the email.." we have a similar issue: One of our administrators is off sick and we now need to go back and chase unpaid invoices. The basic starting point is to verify what was sent to which email address and on what date. And we cannot find anything in xero that gives us an accurate record of that.

Does everybody else find the same? The last digit of the email address is knocked off? And if you save as a draft then subsequently send the invoice there is no record of email address at all?

Whilst I do think Xero should be able to provide this service, another option, which we have instigated, is to set up an email address - for us it is: invoiceregister@company.com and we then added it to all contact details as an email address to be included when invoices are sent.

Having been asked by a client to provide proof of the email I think this would be extremely useful.

Having access to an email trail of interactions with contacts is a basic level of recording that really should have been implemented from the start. I'm new to Xero, Generally I find it excellent, but in this area it's severely lacking, this needs addressing as soon as possible.

Useful to be able to see for payroll reasons: payslips and pension eligibility email in particular. You press send, and then nothing - would be nice to see that it has been sent so that we don't press send again and perhaps the employee receives multiple emails

This would be super handy and definitely surprised the idea hasn't been implemented yet. Quite often, invoice emails include information that we have had to add as the standard business template doesn't suffice. Thank you for considering and hope it will be part of any upgrades in the near future.

Occasionally you don't always want an invoice copy sent to yourself at the point of sending - for a number of reasons. However it is often important to retrieve a copy of the email sent at a later date. At the.moment it's impossible to do that and it's a feature that would be very useful to have.

Great idea, would be really useful

Notes & History used in debtors follow-up process.
Need to show more detail for System generated reminders and Invoices Sent
Reminders should be referenced by the reminder type (30 days, 60 days etc) or better have the text of reminder shown.
Invoices Sent - the email template that was used should be reference or show the text of the email in History & Notes. The current details of change are not useful .
Can we get the ability to choose the columns on the History & Notes section?

This feature is already in Xero accts but is inoperative!!!!

Allowing email content to be viewed is important for role coverage. Otherwise, one AR rep cannot see what another AR rep communicated to a client when an invoice was sent. Means poor continuity and damaged customer service.

Log of communications sent to client is crucial else we cannot see what has or hasn't been sent etc.

When chasing payments from clients a log of all the communication made including emails is really important.

Need this urgently to track what has been sent to Contacts if there are disputes

When chasing overdue payments it's important to be able to track what you have said to which customer when, in the body of the email - urgently need this feature.

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

Really needed

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

Most definitely need this developed as soon as possible.