Xero - beautiful accounting software

Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

I'd like to use my tracking items as a field on my e mail templates

Started by Richard Pinder in Feature Requests | Idea


I run a company that organises events and I use tracking to track the sales and purchases of each event.

When I raise an invoice in respect of a particular event, where I will have put on the invoice which event it relates to under my own individual tracking field, I would like the e mail template to use the information relating to the event.

If I have two events, say a Charity Fundraiser and a Sales Conference, I track these two things and when drafting an invoice I use the tracking function so I know where the sales sit. What I would like is for the e mail template to also use the items I track so the template could say: Thank you for booking on the "Charity Fundraiser/Sales Conference"...

If this could be added as a field to be used in an e mail template that'd be great.