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44 results found

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

    516 votes

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    194 comments  ·  Banking & chart of accounts » Reconciliation  ·  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

    Jane Stergio supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    788 votes

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    222 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Jane Stergio supported this idea  · 

  3. Xero Blue | Global Search - By Contact account number

    53 votes

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    submitted  ·  24 comments  ·  Contacts & files » Contact  ·  Admin →
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    Jane Stergio supported this idea  · 

  4. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 comments  ·  Contacts & files » Contact  ·  Admin →
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    Jane Stergio commented  · 

    This would be a very useful function - the group function is not as useful without being able to set via import.

    Jane Stergio supported this idea  · 
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