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

    426 votes

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    156 comments  ·  For small businesses » Settings & user roles  ·  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…

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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

    614 votes

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    91 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  ·