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503 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.
Joy Ng
supported this idea
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55 votes
An error occurred while saving the comment Joy Ng
supported this idea
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150 votes
Numbers will not change as they are all in AR. just the customer's statement should change showing credit has been used. Xero can have a "credit application date" where the statement will show the credit in the lock period being applied in an unlocked period. this way application of the credit will definitely not change anything in the locked period, rather add a credit application date in the unlocked period