Settings and activity
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250 votes
Kirsty Hopkins
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 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…
Kirsty Hopkins
supported this idea
·
The ability to customise the color of an organisation in Xero’s "change organisation" navigation section is highly valuable for users managing multiple client accounts. This feature would allow users to color-code each organisation tab, helping to visually distinguish between different clients and minimize the risk of entering data incorrectly. When working with multiple clients or organisations, it’s easy to accidentally enter information under the wrong account, especially if the interface for each organisation looks identical. Color-coding provides an additional layer of distinction, making it clear which organisation is currently active.
For example, users who have designated specific colors for each client's files could match those same colors in Xero, creating consistency across platforms. This would improve efficiency, accuracy, and ease of use, allowing users to quickly identify the correct organisation tab at a glance. This customisation aligns with Xero's goal of providing a streamlined, user-friendly experience, especially for accountants and bookkeepers who manage numerous organisations within Xero.