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

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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

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   David Cox commented  ·  21 October, 2022  ·  Edit…  ·  delete…

   I’m having to spend $19/month for Zapier for the pro Xero API to make an automation to receive these notifications of payments received. If Zapier can currently do this with the Xero API, I don’t understand why this can’t be enabled natively in Xero. This is ridiculous

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   David Cox commented  ·  30 September, 2022  ·  Edit…  ·  delete…

   This would be extremely useful, I am very surprised this feature is not native to the application. Hopefully the dev team could take this up and it would be a relatively easy and fast solution to implement.

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   David Cox supported this idea  ·  28 September, 2022