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

    610 votes

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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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    Paul Swinton commented  · 

    I requested this about 14 years ago, this is the updated version of my original request!

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    Paul Swinton commented  · 

    After over 12 Years since I created the original thread on this, I'm glad to see it is finally getting looked at!

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    Paul Swinton commented  · 

    For everyone that struggles with this, there is a **** work round but may work for you.

    Refund the credit notes as cash to the correct bank account and then tick include receivables on the reconciliation screen. It is still a **** and manual process but for ones like Alice B that have lock dates the credit note is included in the batch at the date of payment. Hope it is at least of some help!

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    Paul Swinton commented  · 

    Disappointed that I have been requesting this feature for 12 years and my post on the old feature request section with over 500 votes no longer shows. Especially as it had got to the point that you removed the date on it as it was that old!

    Paul Swinton supported this idea  ·