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  1. DOCX - Modernize Advanced Templates: Full Support for Modern Word (.docx), Embedded Fonts & High-Res Branding

    117 votes

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    12 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.

    We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:

    Kylie Christensen supported this idea  · 

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

    562 votes

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    229 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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    Kylie Christensen commented  · 

    I would love to be able to email a receipt directly from the Bank Reconcile screen.

    Currently, issuing a receipt after reconciling a payment is really clunky. I have to:

    Reconcile the transaction
    Leave the reconcile screen (or have a second Xero window open and refresh it)
    Go into the bank account and find the payment
    Open it and email the receipt

    Alternatively, I have to look up the customer, open the invoice, find the payment, and then email the receipt.

    That’s a lot of steps for something that could ideally be done at the point of reconciliation.

    It would be great if, once a payment is matched/reconciled, there was an option right there to “Email receipt” - or even an option to automatically email a receipt when reconciling customer payments.

    If there’s already a quicker way to do this, I’d love to know! We’ve looked for one and haven’t been able to find it.

    Kylie Christensen supported this idea  ·