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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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  • Sophia Chambre commented  ·   ·  Report

    batch deposits - be able to reconcile a batch deposit to a credit note as well as an invoice

  • Lynda Rose-Innes commented  ·   ·  Report

    When reconciling the bank to include credit notes when using the find and match option. For customer and supplier payments.

  • Catherine Vaughan commented  ·   ·  Report

    It does desperately need fixing! Hopefully at the same time they make remittances less confusing - I have to spell out constantly to suppliers why credits are allocated to invoices they might have nothing to do with!

  • Nicola Pulle commented  ·   ·  Report

    This is a basic function available in most accounting software packages and I have asked for it many times. It is costing me a frustrating amount of time with larger clients and often credit notes do not directly relate to one invoice.
    PLEASE PLEASE PLEASE sort this out!

  • Claire Barning commented  ·   ·  Report

    I have been asking for this for 10 years, since our business moved to Xero. The ability to allocate credit notes against a payment (whether receiving or paying) shouldn't be a huge ask.

  • Jackie Howard commented  ·   ·  Report

    Given the way things work in the real world and the hundreds of credit notes I have to allocate monthly, this would save me endless time.

  • Tricia Drew commented  ·   ·  Report

    I've been using Xero for 10 years now and have been ******* on about this since then. Really frustrating when they are messing around with stuff that worked really well but now isn't like the new reports.

  • Judah Kosky commented  ·   ·  Report

    I quickly discovered the Prepayments don't show as an open Credit Note (which I believe is a flaw in the system) and Overpayment requires you to ONLY use the overpayment account (no room for customization). So, a simple solution would be to have the ability to create a Credit Note from the bank feed area.

  • Amanda Smith commented  ·   ·  Report

    Rob - Agreed, there were only 12 Qs shown on my screen and def didn't see yours and 3 of mine about this issue LOL

  • Rob Winder commented  ·   ·  Report

    Amanda - I jumped straight in at the start, I believe mine was the 3rd question. After receiving a private and frankly, irrelevant reply I didn't look at the Q&As any more.

    I think if the question is asked publicly it should be answered in the same manner.

  • Amanda Smith commented  ·   ·  Report

    Rob Winder - mine was a private response too - interestingly I didn't see your question!
    Re getting it on social media, the new Director in UK has posted in Xero (Official) Partners UK on FB a couple of times....

  • Mark Tyler commented  ·   ·  Report

    Hi Team Xero
    There are a lot of people looking for this simple bit of coding - shall we all put it on social media so we can jet pack this issue !

  • Rob Winder commented  ·   ·  Report

    As per the post below I asked the same question as well in yesterdays quarterly update. I received a private response stating its "not currently possible to do this". It didn't warrant a reply as this is obviously BS. Instead of adding more bells and whistles solve this issue which would be much more helpful.

  • Amanda Smith commented  ·   ·  Report

    SUCH basic stuff! I asked the Q in the update webinar today - response was as if I was the first person to ever mention it . Pointed out I had been mentioning it for about ten years. Action needed.

  • Emma Noyce commented  ·   ·  Report

    Bank reconciliation to include credit notes and overpayments. To allow credit notes/overpayments to be shown and selected along side invoices when bank reconciling, rather than having to allocate credit notes/overpayments to individual invoices. This is a basic feature in other software packages and is causing additional unnecessary manual work.

  • Nicola Binks commented  ·   ·  Report

    Instead of having to allocate credit notes separately. Have the credit notes showing when you match the payment in the bank to bills and credits. This would save time as the payment doesn’t match the bills until the credit note has been allocated.

  • Sam Riley commented  ·   ·  Report

    Batch Payment Of Credit Notes
    Essentially do exactly what is done, when making batch payments of Bills, but instead make a batch payment of credit notes.
    There must be a way to do it, as opposed to having to do it via the banking app/website and then manually reconcile each credit note against the bank feed in XERO.
    Thanks

  • Tim Charles commented  ·   ·  Report

    I've just spent ages with a client trying to reconcile a payment based on a supplier statement with multiple invoice bills and credit notes. I'm shocked that this is not standard that you can find credit notes when doing a find & match. Very poor from Xero that this falling has not been resolved many years ago. Xero makes this is a high priority and the development team to fix it quick!!

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