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

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    175 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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    Keenan Magiera commented  · 

    How is it possible that accounting software doesn't allow you to reconcile a customer refund on the bank statement directly to a credit note???? Why must you first process a "cash" (?) refund on every individual credit note? If you allowed one to bulk allocate "cash" refunds on all credit notes at once, that's one thing, but doing it individually is very time consuming. Do you even have accountants/bookkeepers advising your software "development" team? You've got so many gimmicky features, but so little essential ones, like putting creating credit notes up front. Why is it a search to find the create credit note button? Also, can you be more responsive??

    Keenan Magiera supported this idea  ·