Batch payments - Ability to include credit notes
Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.
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Lexi Chassiotis commented
Xero support - please listen and fix. Any other accounting program has this ability as they understand credits can come after.
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Sandi Bluck commented
Fully support this idea!
In my business I often receive a credit note well after I have paid the invoice it relates to. I then have to apply the credit to a current invoice, which reduces its amount to be paid, and does not therefore match the supplier's statement details. Wonky accounting!
It should stay as a negative on the supplier account and be selected in the Batch Payment stage.
Would be great to see this developed. Many thanks.
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GILLIAN BRYSON commented
Yes, the allocation of each credit is very time consuming. Batch allocations would be much simplier
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Gurpreet Singh commented
I am aware that Xero resolves the users issues based on the number of votes they got for a particular request and their needs, recently i saw a article that says xero made some updates about allowing bulk voiding of bills/credits (got votes 107 only) , this case was sitting here since May 18, 2023 with 619 votes - don't you think it is essential and needed to be resolved by now ? as of yet no one from Xero even started working on this, very disappointing
Please do look into this request as we are having a really hard time to apply each single credit notes against the bill and then make the payments , if we have 150 credits every week to process it takes forever to apply it against a random Invoice first and then make the payment. -
John Mallows commented
Fail to understand exactly the inability to do this, was searching to understand why this was not working for me, reassuring to find professional users having same problem.
Xero claim to be good for construction businesses, but product is focused to much on sales invoicing not purchasing, if we build a house we might have a thousand plus purchase invoices and one sales invoice
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Chris Curlett commented
Yes a great idea which would help so much. So good that XERO will ignore it as they normally do.
Apparently 582 supporters is just t few to get a change made!
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Brian Walmsley commented
I've read several comments on this from other users - I concur
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Chris Curlett commented
This would make things so much easer.
With 569 supporters this seems to be needed sooner than New Invoicing.
Come on XERO help your users remain loyal and implement this
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JUSTINE PIRT commented
Having just moved over from SAGE this is the one major downfall - I have a supplier that produces over 250 invoices a month with credit notes and it is just a nightmare. It doesn't make any sense to me why the system cannot add up and take away - this is a pretty basic issue that needs to be sorted. Please Please Please can you change this - I think from all the comments it is a pretty critical and basic requirement. Thank you.
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Lorna Douglas commented
If XERO was so wonderful as the advert states, why is simple basic functions being ignored
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Lexi Chassiotis commented
Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?
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Amanda Day commented
Totally agree with this. Remittances are incorrect and investigations take longer looking back when you have to allocate credit notes to random invoices.
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Claire Parker commented
This has been a big issue from the start and it is critical. It's crazy that the credit has to be applied to random invoice(s) before payments can be made. This makes Remittance advice incorrect, and you have to manually type an explanation before sending remittance advices out. The credits are easy to miss when you're doing batch payments, if you don't know they are there. Please Xero, this can't be that hard to fix and your competitors win hands down on this issue.
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Chris Curlett commented
Perhaps someone should lodge an "IDEA" that Xero should start responding to user requests for improvements rather than just occasionally issuing a "WE ARE LOOKING AT YOUR SUGGESTION BUT DO NOT REALLY CARE ABOUT USER SUGGESTIONS" response.
It is all very condescending, really.
Another option may be to raise the lack of response to user requests at the XERO AGM under general Business (if you have shares in them). They are very aware of their image and this may start something.
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Julie Sutton commented
Adrian - try messaging them on X ...... I think we should all bombard them on there as they clearly take no notice of these boards
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Adrian Soden commented
Xero developers, can you please advise if you are going to implement this in the near future, if not I will have to consider moving to Sage, as I'm sure a lot of other users will.
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Julie Sutton commented
Janie - I know - feels like total and utter disrespect for their users. They seem to take no notice of these boards / ideas AT ALL which in reality are what I consider basic accounting software needs - these are not wants! I have taken to commenting on social media when I see a post from them - we all need to take to X, Facebook etc and bombard their sites with our comments - maybe then they'll take notice ?
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Corina Hobson commented
agreed
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Janice Mcgrother commented
Is everyone who comments also voting for this? Just to get Xero to take some notice, I cannot believe they don't even acknowledge all the issues people are having. Even a comment to say they are looking into it would be a start. Very frustrating to say the least. This is a fundamental part of an allocation procedure. I have never come across this before where you have to chose a totally unrelated invoice to allocate a credit to before you have to then go back to the allocation screen to complete your payment. Also it shows on the remittance advice incorrectly by showing the invoice value less the credit note allocated against it that doesn't even relate to it. Credits are often issued for other reasons and not always relating to a specific invoice. It's more than annoying when entering invoices that Xero keeps asking if you want to allocate a credit note! PLEASE SORT IT OUT!!
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Lisa Winchester commented
researchoperations@xero.com this is the email address to send 'ideas' to apparently...