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  1. 748 votes

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    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…

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    Adrian Soden commented  · 

    It seems to a complete waste of time logging these ideas, for example, the idea for the ability to include supplier credit notes within a supplier payment (a basic requirement) has been on this board since 2020 and has 680 votes, yet not one response from Xero.

    Xero, can you comment on why this is being ignored, or will you just ignore this? If you keep ignoring your customers you are going to lose them. I suggest you spend less on TV adverts and more on software development.

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    Adrian Soden commented  · 

    Does anyone from Xero even read these messages? I suspect not. We have literally been waiting years for this to be fixed without a single comment from Xero - appalling service.
    As an aside,, some of you may want to take a look in the the plugin allocat.io (I am in no way affiliated) - this allows you to automatically apply credits with one click, being in an industry with high volumes of supplier credits this has saved me hours. It works the same as Xero, ie clears down the credits and invoices they have been applied to so not perfect, but just speeds up the manual process in Xero. Ideally Xero would allow you to pay invoices and credits in one batch but this is the best workaround I can find for now, hope this helps some of you.

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    Adrian Soden commented  · 

    Xero developers, can you please advise if you are going to implement this in the near future, if not I will have to consider moving to Sage, as I'm sure a lot of other users will.

    Adrian Soden supported this idea  · 
  2. 348 votes

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    Adrian Soden commented  · 

    There is a paid app in the app store that should help with this problem, Allocat. It appears to automatically clear down credits against invoices so you are only left with invoices to pay - going to try it this month end, hopefully will cut down on a lot of wasted time allocating credits