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  1. Batch payments - Ability to include credit notes

    842 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…

    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

    764 votes

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    208 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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    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  ·