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

    683 votes

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    188 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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    Greg Chatfield commented  · 

    When reconciling a bank account using find and match, to be able to match the receipt of money to a Supplier where this is the payment from a supplier to pay off a credit note issued by that supplier or the refund of an over payment made to that supplier. Currently creating the receipt against the credit note individually is very time consuming.
    Thanks

    Greg Chatfield supported this idea  · 

  2. Bank Rules - Account Description from Statement Description

    86 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Greg Chatfield supported this idea  ·