Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Auto Bank Reconciliation - Ability to send receipts

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).

    Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.

    Allison Pereira supported this idea  · 

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

    550 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    221 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    Allison Pereira commented  · 

    Hi Xero,
    You have stated "Though not in the pipeline at present..." which is very disappointing. The auto-sending of receipts to clients for paid invoices is surely a basic feature!
    There have been so many requests from your customers to address this issue. I hope you start listening and put this at the top of your task list. It is a feature that should be available in all plan levels. I hope it gets sorted soon!
    Yes, I am aware of the "AutoReceipts" plugin, but for a sole trader, the monthly fee is too much for a basic auto email.

    Allison Pereira supported this idea  ·