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

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    215 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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    Hannah Townley commented  · 

    Once an incoming payment item has been reconciled, please have a button on that screen with an option to send a receipt for that payment. Currently you need to have another window open with transactions to send a receipt or you need to come out of reconciling and go into bank transactions, its time consuming when you have lots of payments to reconcile a button on the screen would be quick and easy.

    Hannah Townley supported this idea  ·