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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Larisa Cripps commented
This is very poor. I am finding the lack of the ability to check emails sent is doubting my trust in the system. You need to be able to check the correspondence between your customers if they come back to you with a question on invoices sent and information given. This is a must have as previously mentioned for legal evidence and protection within the business. I am new to Xero and will be looking for an alternative had I known about this I would not have chosen this platform.
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Mary Lyn Fonua commented
It is vitally important to keep a business email log in Xero. The checkbox "send me a copy" while helpful, is not foolproof. Admin needs a Xero email log, to see who is sending mail out of the system, for many reasons, including debtor and creditor management, legal evidence, to avoid duplication of correspondence and to aid memory.
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Jim White commented
I agree with some of the other comments below that this is a shortcoming in Xero's provision for its customer.... especially for the monthly amount we are paying (other cheaper online accounting systems eg Clearbooks offer an accessible archive of e-mails sent to customers). If we are sending e-mails to our clients and including extra details about their purchase, potential or otherwise, we really should be able to look at those e-mails as a record of proof as to what has been communicated with them.
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Glenn Ursino commented
what a joke. Cant see if we have sent an updated invoice. We send a copy prior to payment of the client and then have no way of seeing if a reminder has been sent or a copy of partial payment.
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John Puddefoot commented
Is it really the case that when an email containing an invoice has been sent it is impossible to review it or see and confirm that it has been sent and we just have to trust the message saying that it has? If so, this is an extremely serious shortcoming of the system.
Now I am being told "Sign in required to continue" when I am already signed in and there is nowhere to sign in. This is hopeless.
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Sean Garland commented
This is insane. We've sitting here waiting for payments, thinking the invoices went out. HUGE ISSUE XERO - Where is there statement about how to get this?
Another issue we just found is that if you "mark as sent" the "history" literally shows "Sent by {user}" - not "Marked Sent by user"
Unreal
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Sally Webster commented
How is this functionality still not available? Ludicrous.
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IML Vehicle Solutions Ltd commented
for audit and other team members it was vital that i could see the history of emails sent that was linked with my email box. this way another member of staff could see the history of what had been set and agreed
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Mel Allen commented
I'm often not sure who I have sent an invoice to by email, so if I needed to include someone I forgot to include - I could check this and then send it again. Having the ability to link xero to my email client to sync data would also be good, then I could just go to my sent items to check if it copied it across for me.
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Elaine Bragg commented
This really is critical when chasing payment or sorting out disputes. I send individual statements with a message when chasing payment but can’t see my carefully crafted words later.
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Michael Martins commented
It is absurd that I cannot get a copy of an invoice to a customer - what if there is a dispute or a payment mistake or something critical to my business?? Fix this Xero, before Quickbooks regains the thone
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Lorna Wells commented
I would find it extremely helpful to be able to view sent emails to clients outside of my own email platform. Has there been any update on this does anyone know?
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Toby Trembath commented
Why does’t Xero have this? Invoice list says sent, but there is no log!
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Geoffrey Vick commented
This type of feature would be valuable to our organisation for tracking communications particularly system emailed invoices, reminders and statements.
Some clients unfortunately claim non receipt of invoices etc and we have not means to verify the communications. If a report that can generate a CSV log of email communications within date ranges would be beneficial.
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Louise Harris commented
I am in dispute with a client over an invoice that I raised incorrectly and then resent, I believe, the same day. I cannot provide or disprove and now have a problem with what the client 'plans' to pay - he thinks I should waive £500!
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John Rainbow commented
I am amazed this isn't already implemented.
Now to sort out a dispute about amounts with a customer, I now have to get them to send me the email I sent them in order to clear things up.
Less than ideal! -
Martin Ball commented
I can't understand why this still has not been implemented, this must be reviewed with critical importance particularly for those businesses that have invoice finance facilities and are subject to verification!
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Mark Hough commented
An outbox is super important, a shame it doesn't merge with your mailbox on an external app
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Julieanne Charles commented
This is a critical requirement. We need to have a record of all emails sent to our Clients and we used to be able to at least view them in the XERO record.
As these emails are sent to provide a customer with an invoice of to perform debt collection activities, we need to have them as proof. Although there is the option to send a copy of the email to the senders email box, that is simply adding more time consuming work for us, not to mention clogging up email boxes!
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Marie Robertson-King commented
With my previous accounting software I was able to see the emails sent right in my Google inbox ... that was very handy. I would settle for the ability to at least see them in Xero