Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    334 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    116 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…

    An error occurred while saving the comment
    Robert Ellis commented  · 

    Why is this not dons yet?

    Robert Ellis supported this idea  · 
    An error occurred while saving the comment
    Robert Ellis commented  · 

    This action / flow needs to occure upon receiving a payment and posting that to an invoice not during the reconciliation process.