Enter your idea

Great idea Rani, but those of us who have been doing this job for many years know that the system should be able to do this. We shouldn't have to purchase an add-on to do a simple function.

I really do wish that Xero would stop doing all of the fluff stuff and would start to look a the things that its users (THE PEOPLE WHO PAY THE BILLS) would like them to look at.

Not holding my breath though. I will be retired in several years, and they still won't have looked at getting the basics right.

We've been using Batchly to make large batch payments above Xero's limits. The recent addition of the credit note allocation has been another huge time saver. Highly recommend it

Just another instance that causes me to wonder how many Xero staff have spent anytime in the real world operating at business level ? Probably Zero ?

This update is ridiculously disappointing for such a basic yet vital part of accounting!!
Like other commenters, a lot of time is lost sending remittances to suppliers to only have to send them each an individual follow up with a break down of clear credit allocations.
Xero is mostly brilliant and very user friendly in other areas compared to my previous software but this part grinds my gears every month and makes paying suppliers very tedious!!
This update should definitely be one that should be prioritised.

To be honest, I'm at the point where I'm ready to unsubscribe from the Product Idea threads altogether. Time and again, users invest effort into proposing improvements, only to see them ignored. Meanwhile, ideas that Xero doesn't appear interested in are often closed off entirely. It's hard not to feel that customer feedback is being collected without any real intention of acting on it.

8 years now, Xero used to be down to earth and easy to understand -
what is "bank-agnostic payments solutions across regions" and do we care? - meanwhile allow us to include our credits from suppliers on bulk payments.

Apart from just simply showing credit allocations on a remittance, I've just had to spend 3 hours sending supplier bill activity reports to a supplier in order to show them a break down of multiple rebate allocations just so they know where credits have been applied on our end. the fact that you cant just select a credit, and generate a pdf showing the allocations neatly is very frustrating. Not only that, when you generate a bill activity report it calculates the amount of the credit as well as all of the credits combined so the total sum shows double the amount of the actual credit. It seems like a pretty important tool for business, especially those that have a high number of bills per month from a single supplier.

Unless the credit note functionality is sorted, the automatic payments doesn't work....

I had this functionality when I used to use ye olde Sage over 10 years ago...seems like a pretty standard process. Meh

Meaningless.

Bank-agnostic? "Opportunity"?

I agree Xero seem to be more intertested in pushing the payment link, which is nice but frankly I have used and it is quicker to do it manually.

this is just basic stuff that all the other software providers do, and it really cant be that difficult for a remittance to pick up a credit note as well as an invoice

Poor show XERO

Xero is impossible. Why doesn’t Xero use its own AI to improve the platform and address the issues that customers repeatedly ask for help with? This ridiculously long, drawn-out and painful support process feels completely archaic.

Whats the update Xero - this should be a standard function?

@Shormila Islam I'd estimate 5-10 years at Xero's rate. Check out the Batchly addon in the xero store - makes end of month so much easier (and auto applies credit notes in a batch - no more manually assigning them to random invoices)

When this function is going to be up and running?

This is a joke!
This was suggested 3yrs ago!

Here I am allocating a 15k Reece payment on a clients account. There are 20+ credit notes and i need to manually clear each off. What a waste of time!! Xero you are seriously ****!

@Andrei Gromek - THANK YOU! I just started a Batchly trial thanks to your message, and it is exactly what Xero should have natively. Absolutely bonkers we have to pay a third party to get this basic functionality.

EDIT: I ran into a bug in Batchly and made some assumptions that turned out to be incorrect. They've been very helpful in working to fix the issue (which we've not been able to replicate yet).

EDIT2: Andrei Gromek is from Batchly. My welcome email came from him. This needs to be clearly stated so as not to mislead.

i agree...why should i pay for add on apps to add basic functionality that should already be there

I work for a group of companies that are not prepared to pay an additional monthly fee, for an add-on for something that should be included as basic functionality.
Nor should we have to resort to add-ons to fix flaws in Xero

We ran into the same issue enough times that we ended up building this into Batchly.

The key change was not treating credit notes as a separate step.

Instead:
• Select bills
• Credit notes are picked up and applied automatically
• Net amount is shown per supplier
• Run the batch

No manual allocation beforehand.

Xero still stays the system of record — this just handles the workflow around the payment run.