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

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   238 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically), instead of requiring you to set this up separately first.

   Front footing here, we know this solution won’t yet cover all the scenarios customers have asked; for example, overpayments and prepayments, and including credit notes in bill payment batches are still out of scope for this phase - We’ll continue to monitor feedback to help inform where we take this next, so please do continue to share through Xero Product Ideas and the ideas I’ve linked above.

   As this becomes available in your business, you’ll see a message within Xero highlighting the new behaviour and where to find credit notes in bank rec.

   Once this is available to 100% of customers, we’ll come back to update everyone here and provide more detail to help with understanding exactly how it works, and making the best use of this feature.

   Thank you again for your patience, persistence, and for sharing real examples of how this impacts you, they’ve been critical in shaping what we’re delivering here.

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),… more

   Stephen Priestley supported this idea  ·  23 December, 2022

2. UK Payroll - Support for HSBC BACS payment files without a service user name

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   3 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   In discovery  ·  AdminDavid Reynolds (Admin, Xero) responded

   Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important different payment files are as some banks don't accept the file exported from Xero.

   You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.

   While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.

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   Stephen Priestley commented  ·  17 December, 2022  ·  Edit…  ·  delete…

   Enable the export of BACS standard 18 file for upload to HSBC systems for payments - the current file format has to be edited for missing zeros using a text editor

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   Stephen Priestley supported this idea  ·  17 December, 2022