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  1. Batch payments - Ability to include credit notes

    738 votes

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    92 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Cindy How supported this idea  · 
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    Cindy How commented  · 

    This would be a great feature and save a lot of time. Especially when the credit notes do not apply to any of the outstanding invoices.

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

    605 votes

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    174 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  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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    Cindy How commented  · 

    This is one issue I struggle with using Xero. The process of supplier credits is very difficult in the Xero software. I have suppliers who refund multiple credits with one payment and to try and deal with this through Xero is very painful, not to mention suppliers who we have accounts with, whose credits usually fall in the following month after the invoice and having to allocate credits to unrelated supplier invoices is just as confusing. Xero could make this a lot easier by fixing the issue in the software for their customers.

    Cindy How supported this idea  ·