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

    511 votes

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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.

    Ken Hardy supported this idea  · 
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    Ken Hardy commented  · 

    Extremely disappointing & frustrating that when paying customers in bulk payments that credit notes can not be included and shown on the remittance.

  2. Files - Bulk export/print attached files

    529 votes

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    208 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

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    Ken Hardy commented  · 

    This would be something that is really useful, I have a number of my client's in the hospitality sector and have stocktakes monthly and providing the auditor with copy invoices that have been processed through either Hubdoc or Email into Xero would save so much time.

    Ken Hardy supported this idea  ·