Settings and activity
3 results found
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39 votes
Donna Henry
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Donna Henry
supported this idea
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240 votes
An error occurred while saving the comment Donna Henry
commented
A second reference unique to the company for both sales invoices and billing would be very beneficial to us and will make life so much easier when searching for something which has been saved with a unique reference in our filing system (such as a purchase ledger number or PO number), or which sales invoice relates to a specific travel agent for the customer booking.
Donna Henry
supported this idea
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Being able to add sales refunds to a bank payments list.
Is there a way in which sales refunds (for example, a customer overpays an invoice and therefore a refund is required for that customer) can be recorded but also added to the payments list so that when a payment batch is made it can be picked up as part of the batch payment?