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804 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.
Charlotte MacPherson
supported this idea
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872 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 An error occurred while saving the comment Charlotte MacPherson
commented
This would be extremely helpful. Sometimes in batch paying bills to pay a credit card, there is a credit from a supplier for which there currently isnt a bill open, or that isnt included in that batch at least. Currently the credit note cannot be included as part of the batch without it first being applied to a bill. However if there arent any open bills in that batch for the same supplier, it means changing the name on the credit to a different name so it can be applied first and thus included in the batch. This is very frustrating and tedious, and simply inaccurate! Please allow this feature to work on bills - and also on AR invoices! When a customer sends payment for several invoices and a credit note as well, once again the credit note has to first be applied to an outstanding invoice before the payment can be entered.
Charlotte MacPherson
supported this idea
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523 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Charlotte MacPherson
supported this idea
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26 votesCharlotte MacPherson
supported this idea
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@Debbie - what we have done in this situation is apply the credit notes to some of the invoices being paid so they are accounted for. then when you select all the bills you are paying in that batch the total will match up to what you actually paid. It's a pain to do it that way (and we shouldn't have to) but it works until Xero can realize we need the ability to include credit notes in a batch.