Settings and activity

3 results found

1. Invoices - Bulk send receipts for paid invoices

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Prajay Shah commented  ·  12 February, 2024  ·  Edit…  ·  delete…

   I really need this feature. We need it to send litvreceipts for donations received at the bank. Please inplement quickly

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   Prajay Shah supported this idea  ·  12 February, 2024

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

   427 votes

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   158 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  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

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   Prajay Shah commented  ·  12 February, 2024  ·  Edit…  ·  delete…

   I am in uk and we are in need of this feature wherein we want the ability to send a receipt at bank reconciliation stage when the transaction is created. We would use these for charity donations received at the bank

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   Prajay Shah supported this idea  ·  12 February, 2024

3. User Role - Restrict access to specific Settings

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   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
   Prajay Shah supported this idea  ·  23 September, 2023