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

    804 votes

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    229 comments  ·  Banking & chart of accounts » Reconciliation  ·  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.

    Lisa Cooper supported this idea  · 

  2. Bank rule - Ability to set up overpayments to a supplier

    14 votes

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    submitted  ·  3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Lisa Cooper supported this idea  · 
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    Lisa Cooper commented  · 

    This would be really useful for a property developer client who uses multiple utility companies and is paying numerous DDR's during the month, when payments don't match invoices.
    Would also be helpful to create a rule to allocate multiple payments to a single invoice.