Settings and activity
2 results found
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738 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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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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605 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 Lisa Winchester
commented
That time of the month again where I have 30+ credits to manually allocate to invoices before I can do the batch payment. What an absolute waste of my time!!
I also feel sorry for my supplier because when I send the remittance it's utterly confusing because it doesn't match the statement.
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
I think we just need to keep spamming Xero with this. They're obviously not following this thread as it hasn't been updated in over 10 months. I've sent a copy of my supplier remittance to them today with the messy credit notes allocated to invoices that don't even relate.
An error occurred while saving the comment Lisa Winchester
commented
Why are we still waiting for this basic functionality?? I really feel for my suppliers trying to work out what we've actually paid. Plus the time I waste each month having to allocate credit notes individually is a really painful process.
Lisa Winchester
supported this idea
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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!!