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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Lisa Winchester
commented
Xero when are you going to update us?
I've been notified of another price increase when you can't even offer this basic functionality! It's so incredibly infuriating having to match so many credit notes each month. You're not saving me time, you're costing me time!
An error occurred while saving the comment Lisa Winchester
commented
I see Xero have brought out Hacks, has anyone come up with a hack for paying credit notes each month instead of having to match each. single. one to a blummin invoice?! It's so time consuming!
An error occurred while saving the comment Lisa Winchester
commented
Timely, just as I'm about to pay the suppliers for the month and waste my time allocating credits to random invoices so I can do a batch payment 😡 what a joke. This is a critical accounting feature, sort your priorities out Xero!!
An error occurred while saving the comment Lisa Winchester
commented
researchoperations@xero.com this is the email address to send 'ideas' to apparently...
An error occurred while saving the comment Lisa Winchester
commented
Perhaps we all need to post on social media since we're being ignored in here?!
An error occurred while saving the comment Lisa Winchester
commented
There is another 'idea' that has more traction for this so please all go and vote here as well... https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960338-reconciliation-allow-credit-notes-to-show-and-be
I can't believe that a seemingly 'simple' process is not available within Xero!!
Lisa Winchester
supported this idea
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Credits only show if they're partially applied on remittances. If the credit pays off an invoice in full then they don't show at all. Also Xero are saying we can now match credits along with payments in the reconciliation section, however, this is a moot point because the remittance will then not match the payment at all because obviously we're paying the total invoice balance less the credit note balance. It's like Xero don't understand how businesses operate?!
I just can't understand why this technology is so difficult? When you're paying 100 odd invoices, why can't we select credits with negative balances as well? The remittance to the supplier would then match their statement which shows invoices and credits.