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

    553 votes

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    226 comments  ·  Banking & chart of accounts » Reconciliation  ·  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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    Nathan Kershaw commented  · 

    I'd like this to be an option when reconciling payments, as that is the only time I typically interact with an invoice after it has been sent out.

    This would markedly improve the workflow for me, as at present I have to manually click through to invoices, find the specific invoice, payment, options, and then Send Receipt.

    Nathan Kershaw supported this idea  · 

  2. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    458 votes

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    385 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

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    Nathan Kershaw commented  · 

    I really think that this should be a key priority for Xero; it will be an issue for any sizeable client - and for the more tech-savvy smaller clients!!!

    Nathan Kershaw supported this idea  ·