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822 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 An error occurred while saving the comment 
Patrick James and Co
commented
Dear Katie,
What I did was to go through the process to "open a case", then selected the closest thing, which was "I have a question about my subscription invoice".
Even though that was technically the wrong thing, I was still able to open a conversation, based on my unhappiness with the price increase.Unfortunately, like all of these faceless technology companies, there is no simple email address or telephone number!!
An error occurred while saving the comment Patrick James and Co
commented
Dear Lisa, Katie, Mark, Alison, Paul, etc,
Please make sure you click the CRITICAL button above to register your vote.
I also suggest you contact Xero directly to register your unhappiness that this basic, fundamental bookkeeping necessity has continued to be ignored. I have done this, but have just received the same old tired response. They apparently don't think this is important enough. Here's what they said:
"A rarely submitted feature request might be superb and very valuable but may be competing against a common request that may be perceived to be less valuable. We do try to take all elements into consideration."
Clearly Xero see this as "a rarely submitted feature request", so we need to ramp this up, people. Email them directly and vote on here!
Thanks
An error occurred while saving the comment Patrick James and Co
commented
Every time someone posts a message of support for this idea, it makes me even more angry that it hasn't been actioned yet by Xero. It must have been years ago that I first mentioned this.
This has become even more frustrating for me now, as I am now having to send remittance advices to my client's suppliers, which of course are useless, because the credit notes will have all been matched off against various invoices, which will not be obvious from the remittance advice! I don't know how they are supposed to understand them.Can I also mention again the fact that duplicate credit notes are not flagged, whilst duplicate invoices are??
Patrick James and Co
supported this idea
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708 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.
Patrick James and Co
supported this idea
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18 votes
An error occurred while saving the comment Patrick James and Co
commented
I first proposed this about 3 years ago. It's unbelievable that Xero still haven't taken notice of this request.
The whole way credit notes are dealt with weird - they seem to think that all credit notes would be allocated to specific invoices, which I suppose they still have the backwards system of having to allocate them before paying a batch statement.
Still really irritating - it's clear that Xero couldn't care less about this, so many years on from asking.Patrick James and Co
supported this idea
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29 votesPatrick James and Co
supported this idea
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Typically, it was marked as "Working On It" on March 10, 2024... 🤣🤣