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776 votes
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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Nigel Hazelwood
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16 votes
An error occurred while saving the comment Nigel Hazelwood
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Common sense
Nigel Hazelwood
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288 votesNigel Hazelwood
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87 votesNigel Hazelwood
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186 votesNigel Hazelwood
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26 votesNigel Hazelwood
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@Lisa Winchester. A workaround we've used is to mark the credit as paid or received, and then in the bank rec, under Find & Match, select "Show Received Items," and the credits marked as paid or received will appear. Refer to screenshots. It's not ideal, but you don't have to match credits to bills or invoices and guess what the customer or vendor does.