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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.

    Nicola Binks supported this idea  · 
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    Nicola Binks commented  · 

    Instead of having to allocate credit notes separately. Have the credit notes showing when you match the payment in the bank to bills and credits. This would save time as the payment doesn’t match the bills until the credit note has been allocated.