Settings and activity

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1. Banking - Recognise bank account "Spaces" or "Pots" eg Starling, Monzo etc

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   3 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.

   We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

   Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

   Helen Wright supported this idea  ·  11 March, 2026

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

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   174 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (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

   Helen Wright supported this idea  ·  09 August, 2023
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   Helen Wright commented  ·  09 August, 2023  ·  Edit…  ·  delete…

   If you provide the option to edit the email template before sending then Xero MUST provide a copy of that amended email as it is no longer a "default" or "basic" template. This also provides an audit trail and to provide confirmation of what was said to the customer in the event of a dispute.

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