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  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    768 votes

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    217 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Tim Miller commented  · 

    PLEASE Xero, show that you actually care about your customers' needs and care about having a functional product and implement this extremely basic functionality!

    Tim Miller supported this idea  · 

  2. Batch payments - Ability to include credit notes

    843 votes

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    136 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Tim Miller commented  · 

    The lack of this basic functionality is beyond time consuming and aggravating. One of many things that makes it seem like Xero doesn't care about its customers, or about improving its product, and makes me consider moving to a different platform which would be no minor undertaking for us.

    Tim Miller supported this idea  ·