Settings and activity
5 results found
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606 votes
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 An error occurred while saving the comment 
Valerie Hague
commented
Well, Xero???? When are you going to address credit note functionality? Forget all the fancy apps, just get the basics working correctly. An answer from you would be polite or perhaps no one actually reads this stuff?
An error occurred while saving the comment Valerie Hague
commented
This is the most fundamental failing in Xero - the whole credit note functionality needs an overhaul. Allow credits to be selected in Bank Reconciliation, allow credits to be selected in Payment runs, allow credits to be listed in Remittance Advices so that you can show the supplier which credits you have deducted. These are all basic level functionality requirements which have been outstanding for many years. PLEASE GET ON WITH IT.
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167 votes
An error occurred while saving the comment Valerie Hague
commented
Is this being included in the new Bills to Pay re-write? Come on Xero, lets have an answer on this, if you read these comments at all - and I'm not convinced you do.
Valerie Hague
supported this idea
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162 votes
An error occurred while saving the comment Valerie Hague
commented
Hi David, See my post below (20 Oct) re: running reports on Quotes. It is possible to get this information out of Xero into a spreadsheet.
An error occurred while saving the comment Valerie Hague
commented
Hi Louw,
Click on Accounting/Reports
Scroll down to Payables and Receivables and select the Receivable Invoice Detail report
On the left hand side of the screen there is a menu or it may be hidden in which case click on >
The report "All Quotes Detail" is listed further down.
The report should appear and you can now select your date range. Then set the "Group by" to "Contact" and Update.
This should list all your quotes by Customer. Then export to csv.
Hope this helps.An error occurred while saving the comment Valerie Hague
commented
It is possible to run a Receivable Invoice Detail report, click on the "minimise" to reveal the left hand side menu and there is an "All Quotes Detail" report. This can then be sorted by Contact and exported to Excel.
Still need the import facility though. -
20 votes
An error occurred while saving the comment Valerie Hague
commented
Come on Xero, this one is easy!!!
Valerie Hague
shared this idea
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4 votes
Hi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
Valerie Hague
shared this idea
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Just to let you all know, I have been in touch with a developer from Xero on a Zoom call and have demonstrated to him the functionality that we all want. Lets keep our fingers crossed that something comes of it.