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  1. 552 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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    Shona Bol commented  · 

    I find it annoying that you have to always allocate a credit note to an invoice. Why can't you "pick up" a credit note when allocating a payment from a customer, the same way as you can "pay" an invoice. Why do you have to allocate it to an invoice first?

    Shona Bol supported this idea  ·