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508 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.
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Jo Carr
commented
Something that would speed up my workflow and I'm sure a lot of others. When I approve a batch (25) of Invoices, I then click 'View' and click on each Invoice one by one to allocate any credits to the Invoices before emailing. It would be so much easier if there was a flag beside the customer name of those customers that have credits so that I could go directly to those customers, rather than having to open each Invoice to see if there is a credit.
Jo Carr
supported this idea
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7 votes
Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers.
You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields.
There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here.
Jo Carr
supported this idea
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Hopefully they solve my request too. My idea was merged with this one but actually relates to wanting a flag of some kind on customers that have an outstanding credit when viewing a batch of approved invoices, so that credits can be applied before bulk emailing of invoices. Currently I have to click on each invoice and check if there is a credit. If there was a little asterisk or something on those with credits it would save a whole lot of time.