Settings and activity
6 results found
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 votesHi 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…
David Baker
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment David Baker
commented
The Australian Government requires a receipt for anything over $75. If you are based in A/NZ you should know this. Why can't this be simpler to do or allow us to automate it.
The current process is too long, but we are forced to do it to comply with the law.
Also, to clarify, I'm not saying to have a minimum, but an all option or easier.
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95 votesDavid Baker
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment David Baker
commented
I thought I would add a bit of technical information, as I have developed applications and databases in the past.
A common flaw when people create contact tables is to restrict the number of addresses that can be added to a contact, by putting that information in the same table. If they used a separate table for addresses (as I believe they do for phone numbers, as you can add multiple ones), then this would be somewhat easier to implement the request. I know, because that is how I do it in my programs.
Unfortunately, if this decision is incorrectly made at the beginning of the database design, then it becomes incredibly difficult the make the change, as you have to update so much stuff to change it (queries and procedures). It is not insignificant. So, unfortunately, I doubt that they will do anything about this.
David Baker
supported this idea
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482 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
David Baker
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73 votesDavid Baker
supported this idea
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An error occurred while saving the comment David Baker
commented
Ability to send a receipt when reconciling to an invoice. Right now you have to reconcile, then go into the invoice, then the payment, then send the receipt. This is an arduous process and is a legal requirement for any payment over $75 in Australia.
I don't have to send receipts for payments through Stripe, as that already sends a receipt, but it doesn't link to the invoice number, just the payment. If I had the option to easily do it, then I would.
A dashboard option to send receipts would be a good option as well. Reducing the number of clicks is helpful. -
76 votes
An error occurred while saving the comment David Baker
commented
I agree with Lucas. One of my accounts needs to copy the description and amount, just the account (COGS) and tax rate would stay the same.
David Baker
supported this idea
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Basically, their response from March says they aren't going to do it.
Really sad.