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

    300 votes

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    108 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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    Alan Grech commented  · 

    especially when connected to an online portal, it's very useful to have it automated.

    Alan Grech supported this idea  · 

  2. Email Settings - Specify date/time to send transactions

    303 votes

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    127 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

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    Alan Grech commented  · 

    Very useful feature to have. Sometimes you find yourself light with work and that is the perfect time to schedule invoices... but I realised that the feature does not exist! Hence my vote.

    Alan Grech supported this idea  ·