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822 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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Paul Berry
commented
The irony of it all is Xero launched their auto bill payments system last year to try and make things quicker and easier, but as you cannot include credit notes you have to allocate all the CN first before you can use this system. So basically it’s a complete waste of time and not thought through properly. Like a lot of their little ideas…..
An error occurred while saving the comment Paul Berry
commented
Thanks Anita,
That looks a really useful link!
An error occurred while saving the comment Paul Berry
commented
The other issue is now Xero have rolled out this ‘super duper’ batch payment feature where you can pay all suppliers in one go and their physical payments, it doesn’t work if the supplier has a credit note. You have to go through and allocate every credit note first.
But hey ho, what do we all know?! AI q&a is clearly more important and changing the invoicing system for something not fit for purpose.
Paul Berry
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3 votesPaul Berry
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Paul Berry
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12 votesPaul Berry
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Alison,
You can click a few buttons and Xero will go off and pay your suppliers. There is a small charge but currently it doesn’t work properly because a) you can’t pay credit notes and b) when you use this feature, it doesn’t reconcile it so you have to go through and find the lump sum payment and allocate it manually.
It should have been designed like GoCardless and Stripe where it knows the payment amount and who it was to and auto reconciles it.