Settings and activity
6 results found
-
788 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.
Lexi Chassiotis
supported this idea
·
-
444 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment An error occurred while saving the comment Lexi Chassiotis
commented
I really do not understand why Xero is ignoring this request by many of us. Every other accounting program I've ever worked with, credits can be worked with invoices all at once. I'm only with Xero because of my POS system in my shop. Otherwise I'd be elsewhere especially with the lack of response from Xero support
An error occurred while saving the comment Lexi Chassiotis
commented
Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?
An error occurred while saving the comment Lexi Chassiotis
commented
Hi I'm asking that this feature be added. I'm one of many newsagencies using Xero and know that I'm not the only one that finds when we pay our suppliers, the time used to go through their statements, allocate each credit note individually at a time to an invoice in that statement, it's a lot of wasted time. It would be soooooo much easier to be able to tick multi invoices and credit note, do batch payment and pay rather than have to "clean up" the credit notes then do batch payment. Considering we can pay more than one invoice at a time, please I really plead you add this for credit notes. At the moment when asked by others if I recommend Xero this is one thing I always warn people.
Lexi Chassiotis
supported this idea
·
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
516 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Lexi Chassiotis
commented
Hi I'd like to put my hand up for a toggle on Xero of auto send of receipts. Shouldn't be a yes or no situation, other programs have it where you can turn it on by customer and choose auto receipts or not.
-
857 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment Lexi Chassiotis
commented
Xero support - please listen and fix. Any other accounting program has this ability as they understand credits can come after.
An error occurred while saving the comment Lexi Chassiotis
commented
Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?
Lexi Chassiotis
supported this idea
·
An error occurred while saving the comment Lexi Chassiotis
commented
We've got 101 votes over on this thread which is essentially same thing. Can you all come add votes so we can get Xero to agree and do this please?!
-
36 votes
An error occurred while saving the comment Lexi Chassiotis
commented
Yes please!!!! I need this, we have some big batch payments and like to know the breakdowns for each batch payment, into account code totals.
Lexi Chassiotis
supported this idea
·
-
633 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Lexi Chassiotis
supported this idea
·
Another month of going through supplier by supplier, allocating one credit note at a time to each supplier, to then be able to go and pay their monthly bill. This is sooooooo frustrating and slow!! Xero support, we really need you to look at this, it's a simple coding change!! So many other programs have done this for years, it's such a very backwards step to not be able to just click on every invoice and credit note and make one payment including all of them. Like others have said, most credit notes actually pertain to already paid invoices, so allocating them to now owing invoices makes no actual sense on any planet.