Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    610 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    175 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Sally Williams commented  · 

    This has been a request for years for Xero to sort out, and yet here we are being told its not happening AGAIN!

    Very disappointed.

    An error occurred while saving the comment
    Sally Williams commented  · 

    Allow allocation of Credit notes whilst allocating payments in Bank Rec - Both received and spend

    Sally Williams supported this idea  ·