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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 Munro (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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   Daniel Suckling commented  ·  17 April, 2025  ·  Edit…  ·  delete…

   This would be a significant help and improvement for Xero to include.

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   Daniel Suckling supported this idea  ·  17 April, 2025

2. Contacts - Different default email addresses for different transactions in Xero

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   300 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll update you if anything changes. Thanks

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll… more

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   Daniel Suckling commented  ·  20 July, 2023  ·  Edit…  ·  delete…

   Many businesses have different emails for placing orders and sending remittance advice's too, so this is very important to us.

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   Daniel Suckling supported this idea  ·  20 July, 2023