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  1. Remittance Advice - Show all credit notes and invoices

    167 votes

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    submitted  ·  75 comments  ·  For small businesses » Business features  ·  Admin →
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    Jordan Green commented  · 

    Currently, supplier credit notes will only show on remittances if they are allocated to an invoice and leaving an excess balance being paid. I.e. where credit notes have been allocated to an invoice leaving no further balance outstanding, there would be no trace of this on a remittance advice.

    Therefore it would be beneficial to have some kind of remittance report that can be generated for credit note allocations for a specific supplier and time period.
    This would assist with mitigating the time corresponding with suppliers when being asked which credit notes have been allocated and to which invoice.

    Jordan Green supported this idea  · 

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

    606 votes

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    174 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.

    Jordan Green supported this idea  ·