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  1. Bank reconciliation - Send automatic receipts

    77 votes

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    submitted  ·  30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tony Lamberton commented  · 

    Just checking back in 2025- i still think this feature would be valuable (idea originator).

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    Tony Lamberton commented  · 

    Situation: During Reconciliation, a Received Money line item from the Bank Feed is matched with a known Xero transaction for an outstanding invoice, either automatically by Xero or manually with an outstanding invoice.

    Issue: Right now, there does not seem to be a way to send a receipt to the customer during reconciliation. The only way seems to be to go back into Invoices, find the Paid Invoice, and manually send a receipt, which is impractical for multiple payments that have been reconciled.

    Solution: My suggestion is to offer a Receipt During Reconciliation setting to either:
    (a) ASK - when OK'ing an item for reconciliation: a pop-up asking "Send a Receipt?"
    (b) ALWAYS - a default setting to Always Send a Receipt when Reconciling
    (c) NEVER - a default setting to Never Send a Receipt when Reconciling

    Tony Lamberton supported this idea  · 

  2. Bills - Option to unapprove

    595 votes

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    89 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

    Tony Lamberton supported this idea  ·