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

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    175 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Sonia Connon supported this idea  · 
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    Sonia Connon commented  · 

    This is a critical update that has been too long coming. Users need these Important updates dealt with instead of all the unnecessary redesign of features that are working satisfactorily

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    Sonia Connon commented  · 

    This is a critical feature that needs urgent implementation. I understand that it is a difficult aspect to develop, however if resources are dedicated to the features we need instead of all the unnecessary changes that have been made recently the product would be a better fit for purpose and users would be alot happier. There has been too much negative feedback lately. Please listen.

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    Sonia Connon commented  · 

    This feature is urgently needed. Being unable to select credit notes in the bank reconciliation affects workflow. The ability to select credit notes would improve bank reconciliations.