Statement sending history

Statey keeps a complete, searchable record of every statement your organisation has ever sent — something Xero itself doesn't provide (there's no 'sent items' folder for Xero emails).

What's in your Sent Items

  • Every campaign, automated and manual, with sent times shown in your organisation's timezone.
  • Filter and search: automatic vs manual sends, and search by customer name.
  • A copy of the exact statement each customer received — re-download the PDF or Excel file at any time, exactly as it was sent.
  • Per-customer history: open any customer to see every statement ever emailed to them, on their own Email History tab.
  • Campaign reports: download any campaign's recipient list and outcomes to Excel.

Statey also stores each sent statement's metadata (statement period and balances), so a query from a customer months later — 'what did you send me in March?' — takes seconds to answer, with the original file as proof.

If you already have a Statey subscription, you can view your history under your Sent Items.

FAQ

Can I see emails and statements I've sent from Xero?
Xero keeps limited history (History & Notes shows that something was sent, not the document or full detail). Statey keeps the full record for statements: the email, the recipients, the delivery outcome, and the exact PDF/Excel attached.

Can I re-download a statement I sent last month?
Yes — every sent statement can be re-downloaded from Sent Items in its original PDF or Excel form.


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