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

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    154 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.

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    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.

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    Sally Williams commented  · 

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

    Sally Williams supported this idea  ·