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.
AdminXero Team
(Admin, Xero)
shared this idea
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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Selorm Klaye
commented
Invoice credit note is in dollars. Funds debited from bank account is in sterling. Have to add a payment to credit note before it appears in bank rec. When trying to add a payment, have to enter exchange rate, rather than GBP amount, which means have to calculate an exchange rate to get back to the GBP amount in bank. Better to just enter GBP straight away.
Ideal solution for this issue is for credit note to just appear in bank rec so can match irrespective of currency (have added a vote to that idea).
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Amanda Smith
commented
Honestly have raised this so many times over past ten years, seems such a simple option