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

    533 votes

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    206 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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    Sheryl Anderton commented  · 

    This should be looked at ASAP, a simple automation that saves time for all. Xero are really missing out on customer satisfaction by kicking this down the development list

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    Sheryl Anderton commented  · 

    Would love to be able to send a receipt from the reconciliation page
    i.e as part of reconciliation process it asks send receipt and if yes it goes straight to payment transaction pop out to send receipt.
    This saves, manually noting the invoice number, searching the invoice number, opening the invoice, clicking on the payment hyperlink, selecting options, selecting send receipt the clicking to send receipt.

    Sheryl Anderton supported this idea  · 

  2. new item code

    1 vote

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    0 comments  ·  Invoices & quotes  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Sheryl Anderton shared this idea  · 

  3. Bills - Highlight bills due to be paid by Direct Debit

    103 votes

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    submitted  ·  18 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Sheryl Anderton supported this idea  · 

  4. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    342 votes

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    Sheryl Anderton supported this idea  ·