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

   335 votes

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   116 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

   Sook S supported this idea  ·  13 October, 2022
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   Sook S commented  ·  13 October, 2022  ·  Edit…  ·  delete…

   Got my vote

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2. AU Payroll - Create payroll reporting pack

   35 votes

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   6 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi community 👋

   Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

   Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

   They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

   The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

   They aim to discover:

   • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
   • Whether this conceptual solution addresses your key struggles during Payroll reconciliation? What enhancements would you like to suggest?

   If that sounds like something you’d like to get involved with, you can book here 👉  form removed since we've received enough interest.

   • Heads up! Participants must be users of Xero AU Payroll, with experience of completing payroll reconciliation for 1 or more clients during EOFY

   Hi community 👋

   Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

   Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

   They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

   The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

   They aim to discover:

   • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
   • Whether this conceptual solution… more
   Sook S supported this idea  ·  19 September, 2022