Hi, I am trying to get a basic bit of functionality changed in Xero - the way it handles purchase credit notes. You can only allocate a credit note to an invoice, you cannot select it in the Reconciliation Match screen, and you cannot select it when doing a payment run without allocating it to an invoice first. This means that the credit note does not show on the remittance advice to the supplier and the supplier must guess which invoice you have allocated it against. In the real world it is possible to have paid the invoice and then receive a credit note later, meaning that you must allocate the credit against a random invoice. The same is true of Sales invoices/credit notes.
In addition, I have a client who receives one daily payment from the EPOS terminal that covers several sales to different customers. When it includes a credit refund as well, it is not possible to select the credit in the Match process. There are work-arounds but they are cumbersome.
This problem must affect most of us who use Xero. I'd be interested to hear your views and, if you have reported it, what response you have had from Xero.