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

    302 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…

    Koren Sewell supported this idea  · 

  2. Invoice - Ability to add BCC field when sending invoices

    73 votes

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    22 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊

    We're not too far off with this work and I'll continue to keep you updated on news for this, here! 

    Koren Sewell supported this idea  · 

  3. Invoice Reminders - CC/BCC on outgoing emails

    80 votes

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    submitted  ·  28 comments  ·  For small businesses » Business features  ·  Admin →
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    Koren Sewell supported this idea  · 

  4. Quote - Ability to have quote reminder

    416 votes

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    118 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

    Koren Sewell supported this idea  ·