Settings and activity
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185 votes
Raewyne Paterson
supported this idea
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4 votesRaewyne Paterson
supported this idea
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501 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 Raewyne Paterson
commented
Hi there,
Our client receives many many small automatic payments which are recorded as overpayments until an invoice is done. (this is just required in their line of business)
If a refund is required all of those small overpayments need to be manually entered as you cant apply the bank debit to overpayments. It would be great to be able to bulk record cash refunds on overpayments/prepayments.
Cheers
Raewyne Paterson
supported this idea
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Another purpose. Leases usually begin at the beginning of the month and are for that month. Currently we have to date an invoice the 20th of the month prior due 1st of the next month for that month lease so tenants receive the invoice before its due. Reports are incorrect showing the lease in e.g March when its for April lease. Yes could journal it out but when you have quite a few tenants it would get messy.