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

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    229 comments  ·  Banking & chart of accounts » 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

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    Kev Dog commented  · 

    Complexities:
    * Re-Reconciliations - Do Not Send Payment Received Email
    * A split transaction is a part payment - Do Not Send Payment Received Email
    * Manual "Mark as Reconciled" - Send Payment Received Email

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    Kev Dog commented  · 

    Dealing with the Complexities:

    * Re-Reconciliations - Do Not Send Payment Received Email
    * A split transaction is a part payment - Do Not Send Payment Received Email
    * Using manual Mark as reconciled - Send Payment Received Email

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    Kev Dog commented  · 

    This such a basic feature, many customers require confirmation their funds have arrived. The current manual receipt process is clumsy and time consuming.