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4 results found
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768 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.
An error occurred while saving the comment An error occurred while saving the comment 
Patrick James and Co
commented
Claire, Lisa, Nigel, et al:
Sadly Xero have gone the way of other software companies and put money first.
They must have millions of subscribers by now, because all things considered, it's a far better piece of software than Sage online, the abominable Crapbooks and the laughable FreeAgent.
So, in their confidence that we won't leave them in our droves, they keep putting the price up whilst ignoring our please for basic, fundamental accounting functionality.
In a nutshell, it doesn't matter how many people post on all of the credit note threads (there were a few, because there is an outcry for the software's inability to deal with credit notes correctly), as long as they are still taking our money, they just don't care.
Keep voting, though!Patrick James and Co
supported this idea
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843 votes
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…
An error occurred while saving the comment Patrick James and Co
commented
Typically, it was marked as "Working On It" on March 10, 2024... 🤣🤣
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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19 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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36 votesPatrick James and Co
supported this idea
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@Chris Rogers
You're not serious?
FreeAgent has a terrible functionality problem with dealing with Directors Loan Accounts, fixed assets and depreciation and thinks it can calculate Corporation Tax itself, which it can't. It's just not user friendly. It's not simple, it's clunky.
Crapbooks is unusable rubbish that's not fit for purpose.
We have over 75 clients on Xero, 3 remaining on Crapbooks - with many of our clients making the move to Xero in recent years. People are leaving Crapbooks in droves, because it's rubbish. There's no point discussing it further.
Sage Line50 was always the market leader, but when the world moved online, they got left behind and priced themselves out of the market. They have been trying to catch up ever since and Sage Online is not the same product as Sage Line50. They have made improvements in recent years, granted.
Until anything better comes along, Xero is the best value for money - presently - out there.