Settings and activity
4 results found
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187 votes
Zelda-Marie Hohls
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
334 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…
Zelda-Marie Hohls
supported this idea
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29 votesZelda-Marie Hohls
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57 votesZelda-Marie Hohls
supported this idea
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One of our businesses on Xero, have a rental unit, it is critical to have an age analysis on rental statements.
We are in the process to move to Odoo due to this and Xero's inability to link invoices to quotes, to invoice a quote partially and to show a financial overview of a project, ie, amount quoted, amount accepted, amount invoiced and amount left on order!
Basic things that I can do with excell!
Would think it is standard for any bookkeeping program.