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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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Andrew Syme shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

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  • Julie Sutton commented  ·   ·  Report

    To be honest these suggestions on this board are a total waste of time - Xero really don't seem to take any notice of what their users actually WANT. As Alison a said about the new invoicing it is awful - really not sure what users Xero are using for testing - if any!

  • Alison Langdon commented  ·   ·  Report

    Add to this - the "improvements" that Xero HAS made to its' product that make it less user friendly. Check out the new invoicing - looks like something out of the dark ages, and takes twice as many mouse clicks to achieve the result you require. Improvements? I don't think so.

  • Tim Miller commented  ·   ·  Report

    The lack of this basic functionality is beyond time consuming and aggravating. One of many things that makes it seem like Xero doesn't care about its customers, or about improving its product, and makes me consider moving to a different platform which would be no minor undertaking for us.

  • Julie Sutton commented  ·   ·  Report

    I get Xero popping up on my news feed on facebook and often comment on there about the ever growing list of limitations in Xero! And such basic stuff ..... This, no customer payment days report, no supplier statements, no supplier credit limits, inability to flag invoices as in dispute / do not pay ...... The list goes on ..... And Xero dont respond on these boards, never seem to progress any of these "ideas" (that are basic accounting software requirements to me!) I question why we continue to use this software ......

  • Bronda Smith commented  ·   ·  Report

    I have sent this to the Country Manager of USA. Hopefully this might get some traction

  • Lisa Winchester commented  ·   ·  Report

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

  • Diana Stefanyshin commented  ·   ·  Report

    We have been asking for this since I started using Xero in 2017, when is this basic accounting feature going to be implemented?

  • Bronda Smith commented  ·   ·  Report

    It is often that a credit note will apply to an invoice from a previous month and has already been paid. So the credit is then applied to an unrelated invoice to make the payment work.

    This really stuffs up any remittance sent to the supplier.

  • Janice Mcgrother commented  ·   ·  Report

    Xero, when are you actually going to take notice of this!! It's so frustrating that you don't seem to be doing anything about it even after one of your subscribers has spoken in detail and explained the issues to one of your developers a few months back!

  • Leanne Jane commented  ·   ·  Report

    Totally agree with this. It would be a game changer and save so much time each month when the supplier statements come in and need to be reconciled.

  • Vicky Fairchild commented  ·   ·  Report

    I agree. We often have to refund in bulk after annual reconciliations are performed and currently have to process refunds individually. We would love to have the ability to create a refund batch from sales credit notes in future.

  • Jude Card commented  ·   ·  Report

    This improvement is critical to accurate processing of accounts payable transactions from entry of supplier invoices and credit notes through to payment to the supplier, when the net position of all transactions for a supplier is positive ie payable. Invoices and credit notes must be able to be selected for a net batch payment without any further action by the user. Failure to incorporate this capability into Xero is likely to breach standard accounting practices in NZ.

  • Jennifer Hall commented  ·   ·  Report

    I record the overpayment to a suspense account (set up as a bank account to receive and pay from), then create a bill in the supplier's name for the amount of the refund which is allocated to the suspense account. The refund (now as a bill) can be selected and paid in a batch.

  • Eirini Goudela commented  ·   ·  Report

    Building company with huge number of invoices from certain suppliers and unfortunately cant include Credit notes in batch payment instead need to manually apply them to invoices.

  • Mel Fenemore commented  ·   ·  Report

    I am beyond frustrated that no one from XERO has commented on this or any of the other suggestions that relate to the products poor handling of credit notes.
    I am beginning to think that these pages are nothing more than a smoke screen to make it appear that XERO is listening to those paying the somewhat high fee's for the product!

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