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500 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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Alison Martin
supported this idea
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An error occurred while saving the comment Alison Martin
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At present if there is a credit note you have to offset it against a bill to pay before being able to Match the totals bills to the payment.
It would be so much easier and quicker if when going to find and match you could tick the credit note as well as bill EG: Payment for £750 covers bill £1,000 less credit note £250 and see both rather than go to credit note - options-allocate credit - offset against the bill and then see the net amount due -
2 votesAlison Martin
shared this idea
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2 votesAlison Martin
shared this idea
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I am so pleased this is now being followed up