Enter your idea

Lisa Winchester - I have posted to facebook page many times, mention it whenever I get the opportunity - so darned annoying, been mentioning it for easy 12 years

This is one function I miss MYOB for and their payroll hahah.

It would be fantastic to incorporate this function and a big time saver 🙌. So annoying to have to always apply the credit before we can reconcile the transaction.

Perhaps we all need to post on social media since we're being ignored in here?!

Still no updates from XERO on the programmes poor handling of credit notes and what they intend to do about it! I don't want pretty looking reports I want an accounts package that works as an accounts package should with the basics!
No update on this thread since 2022 and no response at all on the following thread https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes
There has to be a simple solution to this surely! So much time wasted and remittances sent to supplies are nonsensical!

I would like to be able to add customer refund within bank reconciliation feed, including as a payment on account and not necessarily against a particular item (useful for returned cheques too).

Hi there, it would be really great if we could see credit notes in the bank reconciliation screen rather than having to allocate them separately to invoices. It would make things easier if we could allocate them to payments.

Add ability to reconcile payments to credit notes within the bank reconciliation screen

allocate credit notes within the bank reconciliation screen?

For everyone that struggles with this, there is a **** work round but may work for you.

Refund the credit notes as cash to the correct bank account and then tick include receivables on the reconciliation screen. It is still a **** and manual process but for ones like Alice B that have lock dates the credit note is included in the batch at the date of payment. Hope it is at least of some help!

In our business we set a lock date each month to close off for reporting - however after this point only an adviser role can go in and allocate credit notes on account from previous months to current supplier bills, even though they're already approved. Very frustrating and a waste of time!

This is one issue I struggle with using Xero. The process of supplier credits is very difficult in the Xero software. I have suppliers who refund multiple credits with one payment and to try and deal with this through Xero is very painful, not to mention suppliers who we have accounts with, whose credits usually fall in the following month after the invoice and having to allocate credits to unrelated supplier invoices is just as confusing. Xero could make this a lot easier by fixing the issue in the software for their customers.

Hello Kelly

I have been following this idea from the start. It is very frustrating that this isn't standard. It makes no sense to link a credit to an invoice that has nothing to do with the original transaction even if we ignore the extra time taken to allocate a credit before the bank reconciliation. It also makes little sense when explaining this to clients especially when they were used to this as standard after changing from Sage for example.

Kelly, Why when you can see so much support for this change do you report that "at this time, there are no plans for adding Credit Notes to find and match"... This response translates to: "We hear you but we are going to ignore you". Why is Xero ignoring its customers? Are you suggesting that we should spend more time finding an alternative bookkeeping software than giving the detail feedback that we provide here?

I think we just need to keep spamming Xero with this. They're obviously not following this thread as it hasn't been updated in over 10 months. I've sent a copy of my supplier remittance to them today with the messy credit notes allocated to invoices that don't even relate.

To have no plans at all to make this painful process any more efficient is a disappointing sign of complacency from Xero.

Hopefully AI will drive innovation in this space as I'd like to see Xero with more competition to avoid this kind of shoulder shrugging over poor functionality that costs businesses considerable time and money

So if there is no plan to add this to the find and match screen is the idea of being able to select and include credit notes in the batch receipts / payments function part of your plan / focus?

https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes

Is there any focus on the whole handling of credit notes because this is an area that XERO has really messed up on! How does an accounts package not have the basic functions of handling a credit note in sales or purchases - it's beyond me!

@Kelly Munro - Morning Kelly, I am confused by your pinned comment of the 1st December 22. On one hand you are saying there is a team focused on this space, but in the following sentence you say there are no plans to add this feature. It doesn't make sense. Even though you say that you can see the value that making this change would make, you don't really say why you have no plans to implement it. Without explaining why, understandably, people draw their own conclusion that Xero, don't really value the feedback.

If you have had a team focused on this space for the past 10 months, what tangible return has there been for all this time/focus. This comment is not designed to knock Xero, but a little more clarity might stop Xero consumers from jumping to the wrong conclusion.

the ability to have a supplier refund or credit note to be part of a find and match exercise and similarly on customers. It is really annoying to have to go and allocate credit notes and/or part pay refunds against invoices/bills before you can allocate the rest of a payment

What's happening with this? It's a standard feature that shouldn't even have to be asked for in an accounting package!

Pls make this a reality Xero!