Settings and activity
4 results found
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605 votes
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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Michelle Gosling
commented
This would be good as in some months statements there isn’t always an invoice to allocate the credit note to.
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738 votes
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…
An error occurred while saving the comment Michelle Gosling
commented
its so time consuming to allocate multiple credits when they don't relate to an invoice especially in my industry where we have multiple credit notes per month and some from previous months , you should be able to pay them like the invoices in a batch payment and it shows on the remittance for the supplier.
Michelle Gosling
supported this idea
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101 votesMichelle Gosling
supported this idea
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135 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Michelle Gosling
supported this idea
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This would be good as in statements at the end of the month there isn’t always an invoice to allocate the credit note to. It would be so much easier to be allowed to allocate a credit in the batch payment section as this would then match our supplier statements every month instead I have to create a batch click on the credit make sure I allocate it to an invoice in that month click the back button 3 times till it takes me back to the batch and continue until all credits are allocated . As we are all running busy lives why can’t Xero make this happen what’s the genuine reason ? We should be able to create a batch payment and pay it without making my day painful when you have 30 statements to do in a month it gets a bit tidious.