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

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    220 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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    Nikki HOWELL commented  · 

    Supplier Credit Notes should appear in the list of available Supplier Invoices for allocations when reconciling the bank. The current system of having to allocate a credit note to an invoice is nonsense because if the invoice to which the credit note refers has already been paid, you are allocating the credit note against the wrong thing. Please list credit notes with invoices as unpaid documents so you can simply tick them off until you reach the desired amount to balance the transaction. It would be so easy.

    Nikki HOWELL supported this idea  ·