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1. Batch payments - Ability to include credit notes

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   182 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly M (Community Manager, Xero) responded

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions, and work specifically on credit note application within batch payments hasn’t been roadmapped.

   We’ll keep reviewing this opportunity through our regular product planning process, and we’ll share any updates here as soon as there’s more to report.

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,… more

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   debbie marsden commented  ·  21 June, 2023  ·  Edit…  ·  delete…

   Credit notes. 😖 Now, when I am paying a big statement, and it is full of credit notes for invoices from the previous month, the only way to accomodate is mark them as "paid" into the bank account, and include them in the payment that way. All well and good - but they don't show up on a remittance. so, the only remittance I have says we just paid £5901.24, when in reality we only actually paid £5000 because I had 6 credit notes taken off there. I have tried to copy the remittance into word so I can amend, but I can't do it. Any ideas?

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   debbie marsden supported this idea  ·  21 June, 2023

2. Remittance Advice - Show all credit notes and invoices

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   submitted  ·  91 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   debbie marsden commented  ·  21 June, 2023  ·  Edit…  ·  delete…

   Credit notes. 😖 Now, when I am paying a big statement, and it is full of credit notes for invoices from the previous month, the only way to accommodate is mark them as "paid" into the bank account, and include them in the payment that way. All well and good - but they don't show up on a remittance. so, the only remittance I have says we just paid £5901.24, when in reality we only actually paid £5000 because I had 6 credit notes taken off there. I have tried to copy the remittance into word so I can amend, but I can't do it. Any ideas? This is an absolute nightmare and needs sorting

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   debbie marsden supported this idea  ·  21 June, 2023