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2 results found

  1. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    Ability to send an automated 'Payment received with thanks' email to the customer

    Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process

    514 votes

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    194 comments  ·  Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

  2. Bank Feed - Charities Aid Foundation (CAF)

    For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

    183 votes

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    71 comments  ·  Bank feeds  ·  Admin →
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    Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

    We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

    As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

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