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  1. Batch payments - Ability to include credit notes

    543 votes

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    submitted  ·  54 comments  ·  For small businesses » Business features  ·  Admin →
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    Lisa Winchester commented  · 

    researchoperations@xero.com this is the email address to send 'ideas' to apparently...

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    Lisa Winchester commented  · 

    Perhaps we all need to post on social media since we're being ignored in here?!

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    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  · 

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

    500 votes

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    152 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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    Lisa Winchester commented  · 

    Perhaps we all need to post on social media since we're being ignored in here?!

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    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.

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    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  ·