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750 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…
Cathryn Adamson
supported this idea
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610 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 Cathryn Adamson
supported this idea
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When allocating payments from the bank, it would be very useful to see and allocate the credit notes at the same time as selecting the invoices, at present you have to go into the supplier and individually select and allocate each credit note to an invoice, this is very time consuming and it would be better to be able to see and select them at the same time when matching off a payment from the bank account, serveral times I get to the end of a remittance and find it doesnt match because of a credit note, so it creates more work and the reconcilliation has to be started again, once the credit notes are manual match off.