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  1. Bank Reconciliation - Automatically populate the Why field on account transactions

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Caz Livingstone shared this idea  · 

  2. Invoice Reminders - Auto email Statements to customers

    638 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

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    Caz Livingstone commented  · 

    When you do get to this, options I would like to see are:

    All Customers:
    - Option to send or not send statements automatically.
    -- If the option to send automatically is selected, then:
    --- option to choose what date and time to send them
    --- option to insert a notice to all customers on the statement
    --- option to be notified when opened/read by the customer

    Individual Customers:
    -- Option to choose which individual customers to send statements to
    -- Option to choose what date to send the statement for each customer
    -- Option to be notified when opened/read by the customer
    -- Option to add a notice on the statement to be read by the individual customer

    I hope this suggestion helps.

    In both cases, on statements to be read by all customers as well as an option to send customized