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

    396 votes

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    submitted  ·  172 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Margaret Beeching commented  · 

    Thank you Sharon . I will do in future - i was trying to avoid a huge folder that ill need to be edited. And of course an item can be deleted as complete and a problem arise months down the line.

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    Margaret Beeching commented  · 

    A supplier queried that I had sent two purchase orders, when in fact I had sent one, then a revision of it (and I always mark it as revised) . The notes confirm that it had been sent (but no details) . I have now asked the supplier to go through their emails from 7 months ago as they issues two bills.

    Margaret Beeching supported this idea  · 

  2. Pricing plan - Add one off fee 'Read Only' plan

    37 votes

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    submitted  ·  12 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Margaret Beeching commented  · 

    I have recently cancelled a subscription. The accountant has downloaded what they need, but I have already found that accessing what customers ordered and when is impossible and inconvenient. As records need to be kept it isnt tooo much ask for a read only access

    Margaret Beeching supported this idea  ·