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  1. Auto Bank Reconciliation - Ability to send receipts

    9 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    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.

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    Andrew Deptford commented  · 

    If my customer Mr Smith pays me £1000, Auto reconcile will recognise it and reconcile it against the Invoice I sent to Mr Smith.
    IF I'm receiving 5, 10 or 100 payments per day, I may miss the fact that Mr Smith has paid me.
    I like to send a thank you/receipt (I'm old fashioned) and then use the receipt to close Mr Smiths's open file.
    I can't do that if it is auto-reconciled among a bunch of others.
    I could 'miss' it.

    Andrew Deptford shared this idea  · 

  2. Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed

    43 votes

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    7 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Andrew Deptford supported this idea  ·