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286 votes
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Fiona Henwood
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11 votesFiona Henwood
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3 votesFiona Henwood
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556 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Fiona Henwood
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11 votesFiona Henwood
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36 votesFiona Henwood
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26 votesFiona Henwood
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41 votesFiona Henwood
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91 votesFiona Henwood
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67 votesFiona Henwood
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41 votesFiona Henwood
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121 votesFiona Henwood
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
315 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…
Fiona Henwood
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I am currently in the process of allocating 1800 credit notes to a clients customer after they had been incorrectly reconciled to a linked bank account - payments were actually made to another 'dead' bank account that has never been linked and no longer exists.
The ability to apply bulk credit notes in times like this would save a huge amount of time.