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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.

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    Tania Elkerton commented  · 

    We need the ability to be able to find and match against AP Credit Notes when reconciling payments in the bank reconcile tab. We have a supplier that we pay at a group level for multiple third party suppliers. Like a credit card situation. When one third party supplier has a credit note we cannot select it in the bank reconciliation, therefore making it impossible to fully reconcile the payment to the main supplier.

    Tania Elkerton supported this idea  ·