Settings and activity
5 results found
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29 votes
Tammy Fox
supported this idea
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5 votesTammy Fox
supported this idea
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An error occurred while saving the comment -
4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tammy Fox
supported this idea
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13 votes
Thanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
Tammy Fox
supported this idea
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35 votes
Hi team, we appreciate there is some interest in this idea, however at this time we don't have any plans for enabling bulk send of receipts.
For now, we'll continue to track the support in this idea. I'll share if there are any updates.
An error occurred while saving the comment Tammy Fox
commented
Perhaps we all just move to QuickBooks or Zoho, this feature is available on these software platforms. Xero had a massive update last year and yet such seeming simple requests were not on the agenda??
Tammy Fox
supported this idea
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An error occurred while saving the comment Tammy Fox
commented
@NZOIA I found it better to not include the PDF, just the message saying:
Hi,
Thank you for your payment of invoice [Invoice Number] for $[Invoice Total].
The amount outstanding of $[Amount Due].
If you have any questions, please let us know.
An error occurred while saving the comment Tammy Fox
commented
The feature is ALMOST available, for example: opening the Statements screen, there could be a dropdown for receipts and a date column or filter, to choose payments received on X date or date range. The other example is the Business, Invoices, Paid screen. Sorted by latest paid date, tick the customers you want to issue a paid receipt to, click email (or print) and send the payment receipt, instead of an invoice. The alternative is to send an activity statement, but this layout isnt as user friendly for the receiver/customer as a payment receipt is, in my opinion.
Im happy to see the card number, however I would like the name associated with the card to be displayed, either coming through from the bank account or the ability to assign the card number to a name manually. I currently export the transactions to excel and have an Xlookup to tell me who owns which card number.