Settings and activity

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1. Contacts - Auto generate Account Number for a New Contact

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   28 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

   As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

   Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

   In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

   Cornelius Kipngetich supported this idea  ·  02 August, 2023

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

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   108 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   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 and review ideas for some improvement, and will keep you updated of any change.

   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… more

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   Cornelius Kipngetich commented  ·  11 July, 2023  ·  Edit…  ·  delete…

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   Cornelius Kipngetich supported this idea  ·  11 July, 2023