Settings and activity

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1. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   Chris Gascoyne supported this idea  ·  20 June, 2024

2. Sales Invoices - Bulk Delete

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   60 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

   Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 

   
   

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   Chris Gascoyne commented  ·  13 January, 2024  ·  Edit…  ·  delete…

   I’ve been asking for this for years. Not all integrations can add into draft, so this becomes a serious waste of time/money to delete problems individually, whether they are sales or purchase invoices. There’s no logical reason why this can’t be built in as there have been third party sequences that you could run in the past.(they don’t seem to exist any more for some reason). At the very least, offer this as an admin tool that can be switched on or off, such as the cash coding or find and recode facilitates.

   This is an increasingly urgent problem Xero…

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   Chris Gascoyne supported this idea  ·  13 January, 2024