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Reconciliation - Allow credit notes to show and be selected on the find & match screen

Ability to show and can select credit notes on the find & match screen.

Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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  • Tomas Scholes commented  ·   ·  Report

    Can we have an update on this?

    We reconcile hundreds of credits each month and this whole process is awful to manage using Xero.

  • Michelle Gosling commented  ·   ·  Report

    This would be good as in statements at the end of the month there isn’t always an invoice to allocate the credit note to. It would be so much easier to be allowed to allocate a credit in the batch payment section as this would then match our supplier statements every month instead I have to create a batch click on the credit make sure I allocate it to an invoice in that month click the back button 3 times till it takes me back to the batch and continue until all credits are allocated . As we are all running busy lives why can’t Xero make this happen what’s the genuine reason ? We should be able to create a batch payment and pay it without making my day painful when you have 30 statements to do in a month it gets a bit tidious.

  • Michelle Gosling commented  ·   ·  Report

    This would be good as in some months statements there isn’t always an invoice to allocate the credit note to.

  • Shashish Savaliya commented  ·   ·  Report

    Please give this a priority because I am not moving the client on Xero until this gets resolved because allocating individual credit notes are headache specially when there are 100s of them every quarter for each supplier.

  • Nicole Neale commented  ·   ·  Report

    They don't actually care about any of their existing customers, only about sucking more unsuspecting people into their inferior product. Pushing ads for Xero all over social media when their platform isn't even working.

  • Helen Annema Hughes commented  ·   ·  Report

    I mentioned it Xerocom this year and a young guy on the main stand didn't even know that it was an issue and didn't know Xero couldn't handle it. I also mentioned it a few years back at a previous Xerocom. It's been a standard feature in other software for decades so just don't understand why Xero can't find a way to make this happen.

  • Paul Swinton commented  ·   ·  Report

    I requested this about 14 years ago, this is the updated version of my original request!

  • Salman Altun commented  ·   ·  Report

    Some requests need to be responded to quickly, these features should already be included in the standard.

  • Lisa Winchester commented  ·   ·  Report

    That time of the month again where I have 30+ credits to manually allocate to invoices before I can do the batch payment. What an absolute waste of my time!!

    I also feel sorry for my supplier because when I send the remittance it's utterly confusing because it doesn't match the statement.

  • Mark Troy commented  ·   ·  Report

    This is mission critical to my business.

  • Tyler Barker commented  ·   ·  Report

    How is this not one of the basic elements of the software???

  • Sarah Wagteveld commented  ·   ·  Report

    We are now at the end of June, how much longer will it take to work on this? There seems to be alot of time spent changing things that don't need to be fixed and not working on important functionality. I have to spend up to 3 hours reconciling 1 payment from Foodstuffs as there can be 80 credits across all the stores in 1 month! Might be time to find a new accounting software 🤔

  • Helen Annema Hughes commented  ·   ·  Report

    Hello Kelly
    I spoke to a guy at Xerocon on the Xero stand on Wednesday about this AGAIN having asked back in 2019. Firstly the person on the stand I spoke to didn't know this was a issue and tried to disprove it on the demo data despite my reassurances it isn't possible. His only suggestion apart manually allocating CN's to any old invoice was to mark it as a cash refund. This really wasn't helpful as still involves additional steps and very frustrating if there are numerous CN's. When is this very basic request going to be addressed?

  • Hristo Chernev commented  ·   ·  Report

    It looks like Xero is still geared towards a single person businesses where you might get or issue a single credit note, and allocate it to the corresponding invoice.
    Processing multiple credit notes for a large account currently is a major hassle. I hope they address it soon.

  • Rebecca Tomlinson commented  ·   ·  Report

    Fantastic, look forward to it being implemented :) Although first idea of it was in 2012 so not sure how quickly this will happen ....

  • Rebecca Tomlinson commented  ·   ·  Report

    Bank reconciliation - would be very helpful to be able to match credit notes and invoices from this screen using find and match when matching bills and bank payments instead of having to either go into the credit note and apply credit or the invoice and use the credit note before reconciling in the bank account.

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