Settings and activity
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
550 votesHi 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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Jessie Gibbs
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73 votesJessie Gibbs
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48 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Jessie Gibbs
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150 votes
Hi everyone, thanks for your detailed feedback on combining multiple images to a single receipt.
We are changing the status of this idea to In Discovery.
This means our Product team has recognised that combining multiple images for a receipt will be a more streamlined process for expenses, especially for events like business travel and is the initial scoping phase, but haven’t got to the point where it’s on their road map.
We will continue to track your votes and comments as we progress, and we will update you all once we know more.
Jessie Gibbs
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19 votesJessie Gibbs
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Now that there is auto reconciling, I have to go back through everything and manually send receipts. This takes up so much time, and should be a basic feature. I am a small business and only use Xero for invoicing and receipts. Such a waste of time.