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  1. Remittance Advice - Show all credit notes and invoices

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    submitted  ·  63 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorna Lancaster commented  · 

    Do Xero actually look at this? I've commented on this before and it's a pain for all my suppliers every month. I have to extract an aged suppliers listing into Excel and then add the credit notes manually and send this to my suppliers as a remittance advice. Surely it wouldn't be hard for Xero to provide the function to be able to select credits along with invoices in the 'awaiting payment' screen and then create a remittance advice this way???

    Lorna Lancaster supported this idea  · 
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    Lorna Lancaster commented  · 

    I think it's a major flaw that Xero cannot send a remittance advice which includes supplier credit notes. Sage can do this easily.

    I have many trade clients who purchase items and then return specific items and then get a credit note. Xero is way behind Sage here in that you should just be able to select credit notes in the same way you select invoices to 'pay them' and then create a remittance which you can send to the supplier.

    You can't even convert a remittance advice to Excel which would make it easier to add the credit notes manually. Instead, I have to prepare an aged creditors report and then manually alter the headings so it shows as a remittance advice.

    Please pick this up urgently Xero!!