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

    513 votes

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    190 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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

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    Daniel Askey-Doran commented  · 

    Thomas Hoi - How did you do that? Is there an add on app required?

    Daniel Askey-Doran supported this idea  · 

  2. Notification | Send to REPLY TO email when quote accepted

    191 votes

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    69 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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    Daniel Askey-Doran commented  · 

    We have had clients make comments or approve quotes, and we have no idea that this has happened. Then they ring a few days later to see why we are slack... This NEEDs to be fixed

    Daniel Askey-Doran supported this idea  ·