Enter your idea

Our suppliers generally raise Supplier Credit Notes in the next month so by the time we need to allocate them we have already paid the relevant Supplier Invoice. It would be beneficial for us if we didnt have to allocate Supplier Credit Notes however we can select them when we pay our Bills (just as we would select a Supplier Invoice) and it reduces the total amount we need to pay.

Edit after this was marked "ain't happening": it was confusing that this wasn't already a feature, and it is absolutely insane that it's not even on your to do list.

Coming from a system where I could select all invoices and credit notes for all suppliers in one go and do a single batch payment, having to go in and apply every credit note ONE AT A TIME to a random unrelated invoice first (apart from the very few that do relate to a specific invoice), and do multiple batch payments because I can't select more than 200 items at once, feels like I've made a mistake.

@Simone - yes, for me credits never match the invoice totally anyway. Normally I can do it all on one bill, so fairly easy to keep track of.

@Andrew Nicholls - batch payment is pretty straight forward. A good process is to apply all credits first, then go ahead and create your batch.

@Xero - noting the planned inclusion of being able to include credit notes in a reconciliation... The WHAT!?!?
- Except the rare case where a suppler refunds you;
It seems you are expecting users to do manual reconciliations, which means that you expect to have a matching payment or batch to reconcile to... So the intention is to NOT apply the credit notes, but make some kind of manual batch payment deducting the credit note (short paying an invoice) and mash-it-up at reconcile time?
What was the product developer sm0king?
Is the idea designed to make the thought of simply applying credit note to an invoice more attractive?
The solution for not having credit notes in batch workflow is 'obviously' to create a workflow that encourages avoiding the Xero batch function, by making manual batch payments.

@Andrew J, okay, now I'm super confused (I've just moved to xero and I'm trying to do my first batch of payments and my bookkeeper left town without showing me how)... if it *is* going to do it as a combined payment rather than paying each individual invoice, then it's absolutely insane it can't include credit notes. The only way I could make it make sense was that it was trying to pay each individual item.

I make sure I apply credits, of lesser value than the invoice, so a small balance is left to pay on each invoice. This ensures when I print a remittance advice, when I’ve paid this invoice balance in a batch, it includes the allocation of the credit notes. Otherwise if you apply a credit note to the full value of the invoice, the invoice will not appear on anyremittance advice….. This is very annoying !!!

@Andrew Nicolls, I dont think that is quite the case, unless I mis-understand your situation.
I apply all credits for a supplier against the last invoice for the month, then you can batch pay as many for the supplier as you like, and these are combined into one payment.
The credit situation is still annoying.

Edit. Okay, misunderstood the way Xero works. Still crazy that we have to go in and apply each credit note to a rando invoice, rather than just including it in the batch payment.

If its taken over a year to respond to Andrew's idea i do not hold any hope of this happening at all.
It's important and should be implemented.
Think it would be easier to find a provider that does.

Other systems have this ability so I am not sure why Xero doesn't and why they are taking so long to listen to us users!

Katie Jackman - try the CEO. You can find emails for senior Company employees on the web

Typically, it was marked as "Working On It" on March 10, 2024... 🤣🤣

Hi all

Just saw now there is another idea that was posted similar to this one -

"Reconciliation - Allow credit notes to show and be selected on the find & match screen"

That one is actually reflecting as "working on it", but also from a while ago. Maybe go and vote on that one as well so that we can get this moved to priority.

Dear Katie,

What I did was to go through the process to "open a case", then selected the closest thing, which was "I have a question about my subscription invoice".
Even though that was technically the wrong thing, I was still able to open a conversation, based on my unhappiness with the price increase.

Unfortunately, like all of these faceless technology companies, there is no simple email address or telephone number!!

Thanks @Patrick James, great idea. I also suggest reaching out to your Xero Partner account managers (for those of you running Xero as accountants or bookkeepers in practice) and voice your unhappiness with them on this issue. I agree, this is a critical, basic function and should be addressed asap.

what's the best email to send to? I have clicked critical but they just don't seem to be bothered...

Dear Lisa, Katie, Mark, Alison, Paul, etc,

Please make sure you click the CRITICAL button above to register your vote.

I also suggest you contact Xero directly to register your unhappiness that this basic, fundamental bookkeeping necessity has continued to be ignored. I have done this, but have just received the same old tired response. They apparently don't think this is important enough. Here's what they said:

"A rarely submitted feature request might be superb and very valuable but may be competing against a common request that may be perceived to be less valuable. We do try to take all elements into consideration."

Clearly Xero see this as "a rarely submitted feature request", so we need to ramp this up, people. Email them directly and vote on here!

Thanks

Xero when are you going to update us?

I've been notified of another price increase when you can't even offer this basic functionality! It's so incredibly infuriating having to match so many credit notes each month. You're not saving me time, you're costing me time!

I have just moved a very reluctant client over from Sage to XERO after singing its praises and this has caused them to threaten to leave us because they have 10-15 suppliers who send multiple invoices and credit notes weekly that they pay off by statement figure and it is taking them ages to match off because they can't batch pay credit notes! I have raised this issue multiple times over the last 4 years of working with XERO and nothing is ever done and always get the same "we're looking at it" yet they release so many useless updates :-(

Just moved from Sage after 32 years. How is this basic function not available. Xero is heavily advertised for retail businesses. So far it seems unless you're a florist or a hip coffee shop, it's hopeless accounting software. What if you work with dozens of suppliers and receive hundreds of bills and credits each month? Batch payment needs improving, and allocating credits need to be at the top of that list.

Thanks Paul. This is obviously why I haven't taken any notice of it - yet another Xero "improvement" that is not worth the money it has taken to develop it.