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792 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.
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George Dima
supported this idea
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68 votes
An error occurred while saving the comment George Dima
commented
I just tried in the Demo Company and works to filter Bill payments based on Contact Group. See attached. Huge time saver this is
George Dima
supported this idea
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337 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
George Dima
supported this idea
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Hi all, should we do this ourself. Make a Multi Tenant SaaS App to handle credit notes and payments.
🧱 Architecture Overview
1. Frontend (User Interface)
Web app where users can:
Connect their Xero account via OAuth 2.0.
View credit notes and payments.
Configure matching rules (e.g., auto-apply by date, amount, or supplier).
Approve or reject suggested matches.
2. Backend (Business Logic)
Handles:
Authentication and token management.
Fetching credit notes, bills, and payments from Xero.
Applying your custom logic to match credit notes to payments.
Creating journal entries or transactions in Xero via the API.
3. Database
Stores:
User accounts and Xero tokens.
Matching rules and preferences.
Logs of all actions for audit and rollback.
4. Xero API Integration
Uses:
GET /creditnotes, GET /payments, POST /journals, etc.
OAuth 2.0 for secure, per-user access.
Webhooks (optional) to react to new credit notes or payments in real time.
🔐 Multi-Tenant Considerations
Each user’s data is isolated and secured.
Tokens are stored encrypted.
Role-based access control (e.g., admin vs. viewer).
Optional: allow users to invite team members.