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

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    232 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.

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    Natasha Taylor commented  · 

    The way credits are allocated is such a waste of time and too time consuming. There a many better ways to do this. We have a huge number of credits and having to to go back through the process to allocate each one takes me too long. We should have to option to select multiple credits and apply them to multiple invoices.

    Natasha Taylor supported this idea  ·