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

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   108 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

   Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

   Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

   As we embark work on the Account Transactions tab we'll be able to revisit and review ideas for some improvement, and will keep you updated of any change.

   Hi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.

   Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.

   Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have  have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.

   As we embark work on the Account Transactions tab we'll be able to revisit… more

   Emma Grant supported this idea  ·  17 August, 2023

2. Practice Manager | Client - Date of Birth

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   13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for all your inputs and support in this idea so far. 

   💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 

   
   

   If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

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   Emma Grant commented  ·  03 February, 2023  ·  Edit…  ·  delete…

   Loving all of the support for this!

   Please Xero gurus!!!!

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   Emma Grant shared this idea  ·  21 April, 2022