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

    516 votes

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    194 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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    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

    622 votes

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    93 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

    Tony Lamberton supported this idea  ·