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

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   Shadi Habash commented  ·  30 October, 2024  ·  Edit…  ·  delete…

   So disappointing this isn't an existing function!

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   Shadi Habash supported this idea  ·  30 October, 2024

2. Email Settings - Set which users to receive Bank account change notification

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   submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Shadi Habash commented  ·  22 February, 2024  ·  Edit…  ·  delete…

   I'm surprised that this isn't an available function already. There is a notificaiton that gets sent when the supplier's bank details are changed, but it goes to the person who made the change!!! Why not make it go to the subscriber or those who are Bank Admins? So as it is now someone can change the account details to be anything they want and it will go unnoticed unless we check the batch file against the bills to make sure they have the same details. We have many clients who process hundreds of bills per week so anything can pass through unnoticed unless we get a notification of this change getting to someone that is not the user who made it.

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   Shadi Habash supported this idea  ·  22 February, 2024