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

    340 votes

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    118 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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    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

    174 votes

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    62 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  ·