Settings and activity
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Kellie Warren
supported this idea
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9 votes
An error occurred while saving the comment Kellie Warren
commented
It would be handy to have a feature where you can click on a credit note and not only see where it is allocated (this is already a feature) but you can generate a PDF directly from that screen to show the credit and each bill it is credited to. For example, we receive a large rebate from a supplier that is to be allocated to multiple bills - as the bills paid in full by the credit do not appear on remittance, it would be handy to generate a clean pdf from the selected credit screen to then download and forward to suppliers for correct allocation of payments on their end.
Kellie Warren
supported this idea
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133 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kellie Warren
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223 votesKellie Warren
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6 votesKellie Warren
supported this idea
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23 votes
Thanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.
Kellie Warren
supported this idea
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Apart from just simply showing credit allocations on a remittance, I've just had to spend 3 hours sending supplier bill activity reports to a supplier in order to show them a break down of multiple rebate allocations just so they know where credits have been applied on our end. the fact that you cant just select a credit, and generate a pdf showing the allocations neatly is very frustrating. Not only that, when you generate a bill activity report it calculates the amount of the credit as well as all of the credits combined so the total sum shows double the amount of the actual credit. It seems like a pretty important tool for business, especially those that have a high number of bills per month from a single supplier.