Settings and activity
2 results found
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44 votes
Hi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Hattie Dufton
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
515 votesHi 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
Hattie Dufton
supported this idea
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Required to consolidate our financial accounts. Please add this soon