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

    38 votes

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    submitted  ·  15 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    Margaret Beeching commented  · 

    From 2015 here is a reply to a question....it looks like it was possible at some point.

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    Margaret Beeching commented  · 

    The consensus is universal. Come on Xero, we're not asking for what isn't rightfully ours. Cloud accounting is all very well, but if we have to keep hard copies it negates the benefit and environmental issue.

    Please allow read only access, or at least a small charge for constant read only access, or small one off charges for e.g 24 hour read only access as needed.

    I wonder if HMRC has a view on this?

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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  · 

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

    404 votes

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    174 comments  ·  For small businesses » Settings & user roles  ·  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…

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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  ·