Settings and activity
6 results found
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12 votes
Rob Carson
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8 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
An error occurred while saving the comment Rob Carson
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12 votesRob Carson
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385 votesRob Carson
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 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
commented
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.
Rob Carson
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193 votes
Thanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.
While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.
If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.
Rob Carson
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An error occurred while saving the comment Rob Carson
commented
This 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.
We import all our invoices to Xero from our practice management software. They are imported as draft invoices. Once the invoices are in Xero I have to go through each invoice and complete the following steps otherwise Xero won't send reminders for overdue invoices.
- Set the date to today (which also sets the due date)
- Set the invoice to approved
- Set the invoice sent
A solution to this would be to be able to select all draft invoices and bulk set them to approved and sent. This must be an issue for others.