Settings and activity
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55 votes
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Chelsea Crump
supported this idea
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240 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Chelsea Crump
supported this idea
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572 votesChelsea Crump
supported this idea
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442 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Chelsea Crump
commented
In my opinion, not being able to bulk match invoices and credit notes is a major flaw with Xero. I currently have 248 invoices and credit notes to match down in one customer alone due to opening balance adjustments... This is going to take me ages! I recently migrated this client from Sage to Xero, wishing I had just waited now as this would have only taken a mere fraction of the time in Sage! This needs to be resolved ASAP...
There should be an option on the bank reconciliation to do customer & supplier refunds instead of having to go into individual credit notes, posting a refund then matching the transaction in the bank reconciliation! This is just duplication of effort