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  1. 528 votes

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    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Melanie Annetts supported this idea  · 
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    Melanie Annetts commented  · 

    Being able to do this was already a work around for the fact that we can't have multiple delivery addresses or that any change to an address on 1 invoice then changes it for them all (I mean how daft is that!) Another incredibly frustrating consequence of "new invoice" showing that new doesn't always mean better!
    I am now having to duplicate work because we can't use XERO to generate the invoices and have gone back to good old Sage Line 50 and importing!

  2. 192 votes

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    Melanie Annetts commented  · 

    10 Years?! Honestly this idea has been floated about for 10 years and nothing has been done about it! Yet time and money has been spent changing the invoice system (to no improvement - actually it's a lot worse!)

    How many price increases in 10 years? Yet a simple basic requirement can not be implemented! A second reference for purchases is not a new thing - it's how we tie our purchases to the relevant sale and have done for years. Our very outdated Sage system managed this beautifully!

    XERO's lack of response to these product ideas demonstrates that it's just a gimmick to make us feel like our imput matters - it doesn't!

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    Melanie Annetts commented  · 

    This is a basic accounts package function and a real big problem. As a function on the invoices side why has it not been implemented on the bills side.
    Also what is the point of this product ideas page if no one from XERO acknowledges them?
    I am seriously regretting moving from my previous package and paying a product that is definitely sub standard!

    Melanie Annetts supported this idea  · 
  3. 762 votes

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    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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    Melanie Annetts commented  · 

    Still no updates from XERO on the programmes poor handling of credit notes and what they intend to do about it! I don't want pretty looking reports I want an accounts package that works as an accounts package should with the basics!
    No update on this thread since 2022 and no response at all on the following thread https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes
    There has to be a simple solution to this surely! So much time wasted and remittances sent to supplies are nonsensical!

  4. 841 votes

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    Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

    We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

    Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

    We want to be transparent that we don't have any plans to change the credit application process right now.

    We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…

    Melanie Annetts supported this idea  · 
  5. 175 votes

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    Melanie Annetts commented  · 

    As this is a function for customers (after some time!) I don't understand why it can't be an option for suppliers!
    We are given limits from our suppliers and it would be good to see when these limits are exceeded! Surely this is just another basic accounts package function that XERO is missing!

    Melanie Annetts supported this idea  · 
  6. 190 votes

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    Melanie Annetts commented  · 

    This is a basic accounting function - For so many reasons the requirement to allocate a credit to a bill in order to clear it from the account needs to go!

    A remittance needs to show all the invoices and credit notes that are part of the payment and the ridiculous allocating function does not enable this. That results in several phones calls and emails which is not necessary.

    Not all credit notes are relevant to a specific invoice or the invoice may have already been paid!

    When dealing with a lot of credits this is a massive time consuming ball ache!

    I have noticed with the "new" (mainly cosmetic!) changes you are now able to select the outstanding credit notes in the outstanding bills screen but when you then go to make the payment it does not let you include the credits in the payment! Beyond frustrating!

    The more I am using the XERO the more I am noticing just how much it is geared to small self employed businesses - it's more than basic in places and not in a good simple to use way!

    Melanie Annetts supported this idea  ·