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195 votes
An error occurred while saving the comment Terri Martin supported this idea · -
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 Terri Martin commentedYes please! The current method of allocating one credit note a time is so time consuming and inefficient. Thank you!
Terri Martin supported this idea ·
A basic reporting function is needed for repeating invoices. We need to be able to export a complete picture of the invoice data including the payment branding, due date etc.