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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.

    Colm Phelan supported this idea  · 
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    Colm Phelan commented  · 

    Xero boffins..In the real world many credit notes do not relate to specific invoices. There should be no requirement to allocate a credit note to an invoice. When making a payment you should be able to approve invoices and credit notes to arrive at a net amount payable.
    This makes it easier for you as payer and for the supplier to see all the invoices/ payments that make up the amount in their bank.
    As a relatively new user to Xero some of the omissions in basic functionality astound me!