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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Charlotte Weston commented
This is essential to good practice. Surprising that this feature isn't available from concept
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carolyn Baramilis commented
Need this feature as confirmation of being sent, so as no duplications are done and proof can be provided of when and what the email was.
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Rachel Fitzgerald commented
This would be so incredibly helpful when dealing with queries over invoices. At the moment only the initial email is logged as 'sent' and subsequent sendings seem to be logged as 'edited' but not sent - very confusing. Also no proof of who the invoice has been sent to and no detail of what was included in the email. Please build this in!
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Antoinette Micallef commented
It is a requirement to be able to have proof of when an email was sent to a client or supplier with the details of what was in the original email.
MYOB has the ability to select whether an email is sent from them or from our emails.
Sending from our emails enables us to search for emails and resend them with a thread showing the date and time when the last email was sent.
This is a necessary feature. -
Paul Peng commented
Yep this is so important... especially when customers deny ever receiving invoices. In reality it might be a server error on their end. Or maybe they're just suddenly selectively blind. But in any case it would be good to have some evidence to show it was sent in the first place.
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Erin Jones commented
This is something I need.
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Paul Hunniford commented
i just started looking at this as i using myob does it
but this one area that needs fixing -
Sue Gulliford commented
Ditto what everyone else is saying- this should be an integral part of Xero
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David Gillard commented
This appears to be a major deficiency and should be rectified within the program rather than relying on a 'workaround' which is what sending a copy to another email address is.
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Kym Pegg commented
How can we ever prove that we sent correspondence?
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James Wilkinson commented
Absolutely critical to managing our customer experience. Seems like a basic thing to add, please hurry up and do so.
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Hayden King commented
This issue has been raised for years with no word from xero s to their interest in this option. Boycott xero I say and switch to zoho. So many more useful features. Currently I'm having to pay for two products to do what I was previously able to do with 1.
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Jonathan Savory commented
Clearly XERO aren't particularly bothered in this issue that so many people find of critical importance. Shame on you XERO. I first posted on this thread months ago, and I can see I'm far from alone. This "suggestions" section is obviously a bit pointless, as nothing gets done. Come on XERO, stop paying lip-service, listen to your customers, and make this happen. Surely you can see this is an essential feature?
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Mark Dover commented
Why isn't this a feature already? This is absolutely critical.
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Amelia Gowers commented
We absolutely need to be able to see prior communications to customers as each customer is individual therefore their treatment in credit control differs. We need to be able to see what we said to them last time we chased payment on an invoice to recall what to say this time
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Michael Michaels commented
It is essential to have copies of sent emails for an audit trail, just as audit trails are essential to any small business. I do hope this feature will be available soon, as there is an ever-increasing amount of competition in the marketplace. You guys are pretty close to the top, I think you will want to stay there.
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Sarah Van Ristell commented
This feature should absolutely be essential.
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Jayne Buchanan commented
This is such a vital thing to have I am so surprised it does not happen already. For Audit trails etc it is so important. Please can this be set up to happen.
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Vidyapriya Devaraj commented
I feel this is vital, because I came across similar situation where I want to send evidence of original email sent to him from Invoice screen. Unfortunately I have timestamp alone as evidence but couldnt pull the email sent to him when Invoice was raised. We should have a log on this.
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Donna Trimmings commented
This is vital, I write different messages to customers and need a copy. I should not have to cc myself, the body of the email needs to be saved in the customer account in Xero.