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105 results found

  1. Bank Rules - Copy Bank Rules

    112 votes

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    submitted  ·  27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Geoff Schmidt supported this idea  · 

  2. Invoice / Bill - Copy to a Credit Note

    105 votes

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    16 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    Geoff Schmidt supported this idea  · 

  3. Credit Note - Add a Credit Note from the "+" menu banner shortcut

    39 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Geoff Schmidt supported this idea  · 

  4. Email to Credit Note

    270 votes

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    65 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

    Geoff Schmidt supported this idea  · 

  5. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    663 votes

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    184 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.

    Geoff Schmidt supported this idea  · 
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