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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.

610 votes

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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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  • Kevin Wheeler commented  ·   ·  Report

    Bonkers that this basic functionality is not on the roadmap.

    The ability to replicate what your customer has done on their side when they reduce a payment against multiple invoices is fundamentally important to the client ledger reconciliation process...

    The last several updates have added functionality around reporting that, to my mind is neither here nor there, while a basic and frequent accounting process step remains overly convoluted with no solution in sight after years on the request list!

    Poor

  • Sally Williams commented  ·   ·  Report

    This has been a request for years for Xero to sort out, and yet here we are being told its not happening AGAIN!

    Very disappointed.

  • Mandy Ross commented  ·   ·  Report

    Dissapointing response from Xero - surely this should be an easy addition to make. :(

  • Carole Mail commented  ·   ·  Report

    Features that should be standard seem to not be i dont understand why it seems so difficult to implement these

  • Nikki Moran commented  ·   ·  Report

    Really disappointed in Xero for not sorting this

  • Ken Hardy commented  ·   ·  Report

    Extremely disappointing & frustrating that when paying customers in bulk payments that credit notes can not be included and shown on the remittance.

  • Nicola Pulle commented  ·   ·  Report

    Thanks for finally putting a reply, however it is really disappointing. This is a basic feature available from other software providers and it is causing many of us issues from additional time allocating credit notes to having to explain statement and remittance differences. I would rather time was spent resolving this rather than the reporting features at this time.

  • Claire Barning commented  ·   ·  Report

    Hi Kelly, thanks for your response - however your customers have been asking for this for many years, I've been with Xero now for 10 years and have been one of many asking for this change. Every time we get the same response that there are no plans for making this change. No doubt this thread will again be deleted an a new one will have to be created as this is a big issue for so many of us!

  • Paul Swinton commented  ·   ·  Report

    Disappointed that I have been requesting this feature for 12 years and my post on the old feature request section with over 500 votes no longer shows. Especially as it had got to the point that you removed the date on it as it was that old!

  • Rowan Keyte commented  ·   ·  Report

    Incredible this is not already a standard feature

  • Debbie Sermon commented  ·   ·  Report

    Fundamental functionality that is lacking. Should be a priority over new reports no one likes

  • Paul Ryder commented  ·   ·  Report

    This is crazy that Xero do not have this feature. Let’s do it Xero, make our lives easier pleaseeeeee

  • Sarah Verge commented  ·   ·  Report

    The biggest problem for us is that you can't produce a remittance advice for a supplier that shows the invoices and the credit notes separately. All they see is that we are part-paying an invoice or that an invoice is missing altogether, so they have to guess that we've allocated a credit note.

  • Sarah Jacobs commented  ·   ·  Report

    agreed. you don't necessarily want to allocate a credit note to a bill, but just want to reconcile it against the payment

  • Sylvia Large-Lindsay commented  ·   ·  Report

    Very disappointing that we are unable to pay multiple credit notes (over 100) via batch payment. Come on Xero this is not good enough.

  • Duanne Nicholas commented  ·   ·  Report

    Please bring this feature in. It's a shame that it is not already there

  • Roshan Richards commented  ·   ·  Report

    Currently the Match Reconciliation Adjustments functionality is limited to Bank Fee and Minor Adjustments. This creates a time-sucking nightmare if there is a refund issued to a customer.

    I would love it if you would allow us to enter a refund in this area (because it shows in the total but nothing to reconcile against) instead of making us go back out and figure out how to account for it. We can already assign an account so why not?? Also, we need the ability to have more than one adjustment. I could do this now, but then I can't enter in the Bank Fee, too. This should be a simple fix. PLEASE!!!

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