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  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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    172 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Helen Annema Hughes commented  · 

    I mentioned it Xerocom this year and a young guy on the main stand didn't even know that it was an issue and didn't know Xero couldn't handle it. I also mentioned it a few years back at a previous Xerocom. It's been a standard feature in other software for decades so just don't understand why Xero can't find a way to make this happen.

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    Helen Annema Hughes commented  · 

    Hello Kelly
    I spoke to a guy at Xerocon on the Xero stand on Wednesday about this AGAIN having asked back in 2019. Firstly the person on the stand I spoke to didn't know this was a issue and tried to disprove it on the demo data despite my reassurances it isn't possible. His only suggestion apart manually allocating CN's to any old invoice was to mark it as a cash refund. This really wasn't helpful as still involves additional steps and very frustrating if there are numerous CN's. When is this very basic request going to be addressed?

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    Helen Annema Hughes commented  · 

    Hello Kelly

    I have been following this idea from the start. It is very frustrating that this isn't standard. It makes no sense to link a credit to an invoice that has nothing to do with the original transaction even if we ignore the extra time taken to allocate a credit before the bank reconciliation. It also makes little sense when explaining this to clients especially when they were used to this as standard after changing from Sage for example.

    Helen Annema Hughes supported this idea  ·