Settings and activity
3 results found
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
567 votesHi 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
An error occurred while saving the comment 
Ian McKay
supported this idea
·
-
522 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Ian McKay
supported this idea
·
-
809 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Ian McKay
commented
Why is there no response from Xero? 101 votes means it is an issue.
Ian McKay
supported this idea
·
An error occurred while saving the comment Ian McKay
commented
Is it possible to set up contacts so a specific contact can be allocated as the address for remittance advices. Currently the remittance advices are forwarded to all contacts on the that are flagged on the email list.
The automation of this process improves the business efficiency and communication with customers. It should be automated that when a bank receipt is reconciled to invoice/s it automatically forwards a receipt.
The set up for this option would be in the Invoicing set up.
Xero has to start focussing on simplifying processing. This was how Xero gained a market advantage over competitors with the bank reconciliation option. You need to get back to this business focus.