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  1. 606 votes

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    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.

    Matt McPhee supported this idea  · 
  2. 2 votes

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    Matt McPhee supported this idea  · 
  3. 5 votes

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    Matt McPhee supported this idea  · 
  4. 11 votes

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    Matt McPhee supported this idea  · 
  5. 9 votes

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    Matt McPhee supported this idea  · 
  6. 19 votes

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    Matt McPhee supported this idea  · 
  7. 11 votes

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    Matt McPhee supported this idea  · 
  8. 739 votes

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    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…

    Matt McPhee supported this idea  · 
  9. 28 votes

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    An error occurred while saving the comment
    Matt McPhee commented  · 

    this wastes so much of my time.

    The other option would be for a batch file to pay make multiple payments to a supplier, rather than summing payments and paying the supplier a single balance. then at least each invoice reference would be on their statement.

    Matt McPhee supported this idea  · 
  10. 18 votes

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    Matt McPhee commented  · 

    Add this to the list of crazy Xero omissions!

    I have only just realised that my suppliers have been struggling to reconcile these lump sum payments made against multiple invoices, even though I spend ages copying invoice numbers into the reference field (another mental commission!)

    Matt McPhee supported this idea  · 
  11. 122 votes

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    Matt McPhee commented  · 

    Projects is unusable until this feature is implemented.

    Matt McPhee supported this idea  · 
  12. 131 votes

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    Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
    We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.

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    Matt McPhee commented  · 

    For others looking for a solution here, I have managed to find a work around using a Xero workaround called FlexReporting.

    This add-on accesses the underlying Xero data and will highlight any transactions that are not matched. It is fairly rough and ready, but it works for me.

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    Matt McPhee commented  · 

    Unfortunately it's not been implemented. Although there may be a way of using Project as a work around:

    Thank you for contacting Xero Support!

    We had a look from our end and can see that this idea hasn't been implemented yet. The idea this person is mentioning is related to Projects which is another product the Xero offers.

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    Matt McPhee commented  · 

    Has this been added? I can't find mention of it.

    Matt McPhee supported this idea  · 
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    Matt McPhee commented  · 

    would save me so much time

  13. 18 votes

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    Matt McPhee supported this idea  ·