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1. Batch payments - Ability to include credit notes

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   94 comments  ·  For small businesses » Business features  ·  delete…  ·  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 may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   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… more

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   Kerri Gilbranch commented  ·  22 November, 2024  ·  Edit…  ·  delete…

   This feature is crucial for accurate payment allocation. When you pay a supplier monthly and have a statement with over 100 invoices/credits you want to be able to work down the statement and allocate the invoices and credits to get the same balance due once everything has been selected. A lot of our suppliers like you to send a payment remittance too before the end of the month, and if credit notes havent been selected as part of the payment, the remittance doesnt agree with the allocation of Invoices & Credits. Ive used a few accounting systems, and this is the only one where this isnt possible. I have a client who is considering Xero, but for this reason, i will be recommending they dont move over because it will be too messy and complicated for them to allocate month end payments.
   PLEASE IMPLEMENT THIS FEATURE ASAP

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   Kerri Gilbranch supported this idea  ·  22 November, 2024