Settings and activity

2 results found

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

   568 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   229 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi 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
   Andrew Barber commented  ·  12 February, 2023  ·  Edit…  ·  delete…

   If not automatic then have a single click yes to send a receipt.

   Save Submitting...
   Andrew Barber supported this idea  ·  12 February, 2023

2. Organisation setting - Ability to hide/delete the demo company

   299 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   126 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all the feedback you've shared.

   We'd like to share some changes that have been made since our last update;

   • The Demo Company now appears as its own item, separate from the Recent organisations list.
   • Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
   • There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.

   We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.

   We hope these changes make the experience clearer and help reduce accidental access.

   If there are any further plans made to address feedback raised here we'll be sure to share an update.

   Hi everyone, we appreciate all the feedback you've shared.

   We'd like to share some changes that have been made since our last update;

   • The Demo Company now appears as its own item, separate from the Recent organisations list.
   • Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
   • There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.

   We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.

   We hope these changes make the experience clearer and help reduce accidental access.

   … more

   Andrew Barber supported this idea  ·  01 January, 2023