Troubleshooting
Credit Note Troubleshooting
Overview If a supplier credit note is not appearing or was not applied as expected, there are a few common things to check. Batchly can only apply supplier credit notes that are available in Xero, authorised, linked to the same supplier, and visible ...
Credit Note Rules
Overview Batchly can apply available supplier credit notes to selected bills in Xero during a payment run. There are some rules that determine when a credit note can be used. These rules help make sure credit note allocations are applied correctly ...
Troubleshooting Banking File Errors in Batchly
Overview If you encounter problems generating or uploading a banking file in Batchly, the cause is usually missing or incorrectly formatted bank details in Xero (or your bank’s file requirements), rather than the banking file export itself. This ...