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  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    712 votes

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    193 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Niki Hill commented  · 

    When reconciling the bank accounts on the “ match item” screen show all invoices and credit notes for that supplier so they can be allocated to the same payment. Instead of having to go back into the account, find the credit note and allocate it before a payment can be made. The same way you can on Sage.

    Niki Hill supported this idea  · 

  2. Remittance Advice - Show all credit notes and invoices

    180 votes

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    submitted  ·  79 comments  ·  For small businesses » Business features  ·  Admin →
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    Niki Hill supported this idea  ·