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781 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…
Rebecca Bearjar
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4 votesRebecca Bearjar
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An error occurred while saving the comment -
386 votes
An error occurred while saving the comment Rebecca Bearjar
commented
Yes Please! To be able to apply credits as a batch or in bulk to a vendor bill would save SO much time!
Alternatively, (when paying bills) to be able to include vendor credits in a batch payment without allocating them to a specific bill would be ideal.
Rebecca Bearjar
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9 votesRebecca Bearjar
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649 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.
Rebecca Bearjar
supported this idea
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I agree! Manually allocating credits to vendor bills is cumbersome and time consuming in Xero. I would love to see some options to make this process more streamlined and efficeint.
Idea: feature to allocate credits in bulk or as a batch. Select multiple credits and apply to a bill all at once.
Idea: allow credits to be included in a batch payment without having to allocate them to a specific bill first.
Please implement some improvements to the allocate credit process!