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2 votesRob Carson shared this idea ·
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8 votesRob Carson supported this idea ·
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263 votesRob Carson supported this idea ·
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
298 votesHi 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…
An error occurred while saving the comment Rob Carson supported this idea · -
161 votesRob Carson supported this idea ·
An error occurred while saving the comment Rob Carson commentedThis was raised in 2019 (https://central.xero.com/s/question/0D53m00005Wa8sWCAR/payroll-staff-working-patterns), this is a critical function that should be in accounting software.
This appears to be another basic feature that is requested by Xero users the Xero team ignores, raised 8 years ago and no action. The complexities mentioned by Xero are easily resolved, and even if they are not from a technical perspective just adding an email receipt on reconcile option tick box would be a workaround that would stop the frustration by users.
For Xero users maybe voting with your feet my get better results.