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

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    154 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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    Kevin Wheeler commented  · 

    Bonkers that this basic functionality is not on the roadmap.

    The ability to replicate what your customer has done on their side when they reduce a payment against multiple invoices is fundamentally important to the client ledger reconciliation process...

    The last several updates have added functionality around reporting that, to my mind is neither here nor there, while a basic and frequent accounting process step remains overly convoluted with no solution in sight after years on the request list!

    Poor

    Kevin Wheeler supported this idea  ·