Settings and activity
5 results found
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7 votes
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Rob Allan
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5 votes
Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
Rob Allan
shared this idea
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404 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
An error occurred while saving the comment Rob Allan
commented
We have customers who will end up with a number of invoices to be paid and would like to be able to pay them with a single transaction, rather than have to find the invoices and pay each one individually.
By putting a payment link for the outstanding total on the statement generated this would be a much better process than to have to go to Square and create a custom transaction that we then have to match in Xero.Rob Allan
supported this idea
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77 votes
An error occurred while saving the comment Rob Allan
commented
I agree with this. You could have a button saying "Send Receipt" or a pop up dialog - just the same as you do when making a payment.
This would improve workflow especially as we operate on negative inventoryRob Allan
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
354 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…
Rob Allan
supported this idea
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An error occurred while saving the comment Rob Allan
commented
Just adding my 10c worth on this one. Either an automated send, a button to enable you to send or a pop up screen to send.
The workflow otherwise is not good as you cant easily see your "reconciliation history"
Have repeating invoices repeat for a number of cycles rather than a specific end date. So send out 10 monthly invoices not having to work out when the 10th might occur.