Settings and activity

1 result found

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

   337 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   118 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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

   An error occurred while saving the comment
   Steve Jones commented  ·  11 January, 2025  ·  Edit…  ·  delete…

   Hi.

   This post was almost 2 years ago. There is clearly no appetite to add this feature in spite of the clear demand from users. The option to send a receipt from the reconciliation screen was standard on the free Quickfile software I used previously. It is really clunky to have to go back to dashboard, find a reconciled payment and send a receipt from there.

   For me is a significant downside to using Xero and adds significant time when you are dealing with lots of payments while trying to run a busy business.

   I can't understand why this was not built in to the software from the outset if you are trying to make things easier for small businesses as your marketing says.

   Please can you give us an update.

   Save Submitting...