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

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    154 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  · 

    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  ·