Settings and activity
6 results found
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815 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Nikki Moran
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217 votesNikki Moran
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178 votes
An error occurred while saving the comment An error occurred while saving the comment Nikki Moran
commented
For me this is the main reason for NOT moving the rest of my Sage clients over to Xero. It is a basic but very important feature missing.
This has been brought up so many times but the thread has been moved and buried. Each time it raises is head, a new thread is created so the number of votes is again reset to zero.
Very frustrating that after all these years it still has not been sorted. It's basic reporting.
Nikki Moran
supported this idea
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698 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.
An error occurred while saving the comment Nikki Moran
commented
Really disappointed in Xero for not sorting this
Nikki Moran
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108 votes
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.
Nikki Moran
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214 votesNikki Moran
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7 1/2 years since this was first (?) raised!
Come on Xero, please address this and make your accounting program complete. This is a seriously problematic area for several of my clients and is holding others off transferring from Sage to Xero.