Settings and activity
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18 votes
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Jude Card
supported this idea
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741 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 Jude Card
commented
This improvement is critical to accurate processing of accounts payable transactions from entry of supplier invoices and credit notes through to payment to the supplier, when the net position of all transactions for a supplier is positive ie payable. Invoices and credit notes must be able to be selected for a net batch payment without any further action by the user. Failure to incorporate this capability into Xero is likely to breach standard accounting practices in NZ.
Jude Card
supported this idea
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Our bills approval manager uses the dashboard to get to places in the system and because "Awaiting Approval" is NOT included in the Bills section of the Dashboard he doesn't know he has some work to do! Please make this an option to include in the Dashboard. I would regard this as important, if not critical.