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

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    175 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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    Roshan Richards commented  · 

    Thank you!!

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    Roshan Richards commented  · 

    Currently the Match Reconciliation Adjustments functionality is limited to Bank Fee and Minor Adjustments. This creates a time-sucking nightmare if there is a refund issued to a customer.

    I would love it if you would allow us to enter a refund in this area (because it shows in the total but nothing to reconcile against) instead of making us go back out and figure out how to account for it. We can already assign an account so why not?? Also, we need the ability to have more than one adjustment. I could do this now, but then I can't enter in the Bank Fee, too. This should be a simple fix. PLEASE!!!

    Roshan Richards supported this idea  ·