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2 results found
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778 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 An error occurred while saving the comment 
Lisa Winchester
commented
Xero when are you going to update us?
It's been over a year and now 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
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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849 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
An error occurred while saving the comment 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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I'm so annoyed they've closed off that other thread. Every month I LOATHE having to match 100s of credit notes to random invoices. There must be a simpler way!