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  1. Batch payments - Ability to include credit notes

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    137 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…

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    Kerri Gilbranch commented  · 

    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

    Kerri Gilbranch supported this idea  ·