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500 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.
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136 votes
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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
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543 votesMelanie Annetts
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92 votes
An error occurred while saving the comment 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
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141 votes
An error occurred while saving the comment 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
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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!