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

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    152 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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    Alice Mason commented  · 

    yeah, it was about time... we can't wait ;) please please, i know we can mark them as refunded and they'll show on bank recon, but that's a proper nigthmare... it should be automatic... prepayments, overpayments, credit notes... thank you

    Alice Mason supported this idea  · 
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    Alice Mason commented  · 

    The guys in accountex Manchester were saying different thing. I was assured that this is a great idea and strange t hasn't been thought of. And if it makes everyone's life easier it will be looked into.