Settings and activity
4 results found
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29 votes
Kate Clement supported this idea ·
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3 votes
Hi Kate, not sure I understand your ask here - is this within the Profit & Loss report, or is there another report you're running that you want to link back to the Profit & Loss report that is currently grouped on a weekly basis?
Kate Clement shared this idea ·
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
260 votesHi 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…
Kate Clement supported this idea ·
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54 votes
An error occurred while saving the comment Kate Clement commented
Come on Xero, this needs to happen!
I have seen this request dating back as far as 2012. We have several departments (sales, servicing and instals) all invoicing the same customer.
A customer may still have a balance outstanding on our instals department and then call the office for a callout/service.
It is no good putting ON STOP next to their name as the call out would have already taken place. it does not make sense to check every customer prior to see whether their account is on stop or not.please please pelase look at getting this incorporated asap!
always being asked whether payment has been received. Sometimes circa 30 emails per week. This is a must for it to be automated once reconciled.