Remittance Advice - Show all credit notes and invoices
Ability to produce supplier remittances that include all the credit notes against any payment as unallocated.
Purpose: Because some of the credit notes do not relate specifically to an invoice, e.g. marketing aid, retro discounts.
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Sally Beardon commented
Please, please, please can you do this. Credits are regulary raised for bills that have already been paid & I need to show the supplier which bills have been paid by the credit notes
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Julie Sutton commented
This has been on customers "want" list for years - but Xero never do anything about it - no idea why ...
Yet more basic functionality missing - the whole supplier side of the Xero software is awful ... credit notes, statements, nowhere to put a credit limit ....
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Mariete Santos commented
The ability to select Credit Notes when creating a batch payment is equally necessary here.
I have been creating Remittance Advices on Excel spreadsheet to suppliers that has lots of credit notes. This should be a basic feature on a accounts software.
Yes for a upgrade please!!! -
Chris Callaghan commented
To respond to Michael Anderton comment... I also agree that this feature has been requested for years with no update provided by Xero on whether this feature is in the pipeline to be added.
Can we have an update Xero on whether this is something you are looking at fixing?
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Julie Sutton commented
I just despair of Xero to be honest - the supplier side is atrocious with no improvements looking likely, their "new" reports from July means the loss of a couple of reports that I currently run and cant even recreate moving forwards - I have to re write the report I need every month from July ..... All just cosmetic changes and no improvement in functionality....
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Michael Anderton commented
This is so depressing! This feature has been asked for years. No meaningful response from Xero. Too busy making changes to the cosmetic front end and not dealing with what businesses need. Maybe we would get a better response by posting requests on their social media pages
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Karen Blackburn commented
Please please make this a priority
To have to allocate a Supplier credit makes the payment information hard to understand on the remittance advice and it does not make sense to have to do this !! -
Ruth Thomson commented
As users of Xero, we are caught between a rock and a hard place! On one hand we need to apply credit notes against invoices before payment is made to a supplier, yet even a customised version of the Aged Payables Detail Report does not show which credit note(s) are applied against which invoice(s). This is a real ''Must' if we are needing to use this report as a Remittance advice to a supplier.
Come on Xero, by drilling down into the old version of the Aged Payables Report, it was possible to paint a much clearer picture of what was being paid to a supplier. To lose that facility is certainly not progress!!! -
Mariete Santos commented
This is a basic function and would help in the accounts payable processes and sending Remittance Advices. I having been sending Remittances Advices on a spreadsheet for suppliers with lots of credit notes...time consuming....
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Melanie Annetts commented
This is a basic accounting function - For so many reasons the requirement to allocate a credit to a bill in order to clear it from the account needs to go!
A remittance needs to show all the invoices and credit notes that are part of the payment and the ridiculous allocating function does not enable this. That results in several phones calls and emails which is not necessary.
Not all credit notes are relevant to a specific invoice or the invoice may have already been paid!
When dealing with a lot of credits this is a massive time consuming ball ache!
I have noticed with the "new" (mainly cosmetic!) changes you are now able to select the outstanding credit notes in the outstanding bills screen but when you then go to make the payment it does not let you include the credits in the payment! Beyond frustrating!
The more I am using the XERO the more I am noticing just how much it is geared to small self employed businesses - it's more than basic in places and not in a good simple to use way!
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Lara-Jane Mitchell commented
This would be a great function to have for our organisation.
Our supplier credit notes generally don't correspond to specific bills. Rather, the credit notes are applied to mutliple supplier bills. We are having to manually email our suppliers to advise them of which credit notes have been applied to their bills. This takes up valuable time and is frustrating. -
Steph Haynes commented
We have suppliers with over 100 invoices each month and several credit notes. Some credits may be for goods invoiced in a previous month and we have sales rebates so not able to credit to current invoices. Its very confusing if you try to match a remittance advise with a statement. if we were able to batch pay invoices and credit notes this would be a lot clearer for myself and our suppliers.
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Claire Barning commented
Please Xero - change the credit note system so instead of it only being able to allocate against an invoice, the system let us use them against a payment (whether creditors or debtors). 20 years ago the system I used was able to do it and Xero just doesn't and constantly tells us that they are not going to do this at present. COME ON just do it!
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Valerie Hague commented
Is this being included in the new Bills to Pay re-write? Come on Xero, lets have an answer on this, if you read these comments at all - and I'm not convinced you do.
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Liz Wicks commented
Everyone else has said it. Please make this happen!
This.....Definitely needed. It is confusing to send a remittance advice to a supplier with the credit note already allocated against one of the invoices.
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Scott Couldrey commented
Causing real problems for us and it doesn't look like Xero cares to make the change. I will be forced to look at alternative accounts packages which enable this.
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Lisa Coe commented
This is essential, as we have to do a lot of manual remittances to include credit notes. This stops misallocation which seems to happen with suppliers as they are not receiving all the information needed.
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Nikki Moran commented
7 1/2 years since this was first (?) raised!
Come on Xero, please address this and make your accounting program complete. This is a seriously problematic area for several of my clients and is holding others off transferring from Sage to Xero. -
Mandy Martin commented
This is a major set back for our accounts, please sort
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Robert Taylor commented
It's real problem for me too.
Xero need to work on fixing the basic stuff like this before some of the other bells and whistles.