Enter your idea

I also raised in the quarterly update and was given a guide on how to allocate credit notes totally missing the point! I was then advised to put a suggestion here! I am struggling to get excited by the new features when this basic request is being ignored.

Everyone needs to share the link to this idea on one of the Xero Facebook pages. Hopefully it will get the votes up.

Just watched the quarterly updated and asked the question again and didn't get a response. On a brighter note I can now sort my contacts in a million different ways...... which is totally irrelevant to me.

This does not look hopeful given it was first created in 2012 - shall we celebrate the 10th anniversary?

Yes, please much needed feature!

Being able to allocate credit notes when reconciling the bank against a bank receipt

Hi there,

Our client receives many many small automatic payments which are recorded as overpayments until an invoice is done. (this is just required in their line of business)

If a refund is required all of those small overpayments need to be manually entered as you cant apply the bank debit to overpayments. It would be great to be able to bulk record cash refunds on overpayments/prepayments.

Cheers

Yes please! The current method of allocating one credit note a time is so time consuming and inefficient. Thank you!

Agreed, I need to be able to pick up multiple Sales Credit Notes and create a batch to pay in one go.

Something that would speed up my workflow and I'm sure a lot of others. When I approve a batch (25) of Invoices, I then click 'View' and click on each Invoice one by one to allocate any credits to the Invoices before emailing. It would be so much easier if there was a flag beside the customer name of those customers that have credits so that I could go directly to those customers, rather than having to open each Invoice to see if there is a credit.

When allocating payments from the bank, it would be very useful to see and allocate the credit notes at the same time as selecting the invoices, at present you have to go into the supplier and individually select and allocate each credit note to an invoice, this is very time consuming and it would be better to be able to see and select them at the same time when matching off a payment from the bank account, serveral times I get to the end of a remittance and find it doesnt match because of a credit note, so it creates more work and the reconcilliation has to be started again, once the credit notes are manual match off.

At present, the only way to allocate a credit note or overpayment is by opening the CN/OP, then selecting an invoice from the list that appears. When there are a lot of credit notes or overpayments from a particular supplier, mostly for small amounts, this is very cumbersome and time consuming. It would be helpful to add an additional method of allocation by opening an invoice, selecting a newly addded option to "use CN/OP" then allocate all credits or overpayments on the list that apply to that invoice. I have a client with a supplier who demands he pay upfront for his orders, then periodically allocates the credits and overpayments against an order which can be hundreds of pounds. This can mean opening up to thirty or forty overpayments and credits to clear the invoice. Being able to work directly from the invoice would save a lot of time.

Totally Agree! Having to allocate a credit - possibly to an unrelated bill, as that had been paid, such as rebate is ludicrous. Allowing credits this way would directly match any supplier statements - great audit trail, and save a lot of confusion

This is crazy. It’s a basic requirement. I can’t believe you cannot use credit notes in the bank rec!

Please, please fix this!!

Need the ability to pay monthly statements that include both credit notes and invoices all together under one batch payment

I can't believe we can't do this already. Come on Xero please help!!

Valerie Hague - I have raised just this point on Xero UK facebook page today - is anyone actually listening?....

Well, Xero???? When are you going to address credit note functionality? Forget all the fancy apps, just get the basics working correctly. An answer from you would be polite or perhaps no one actually reads this stuff?

Xero boffins..In the real world many credit notes do not relate to specific invoices. There should be no requirement to allocate a credit note to an invoice. When making a payment you should be able to approve invoices and credit notes to arrive at a net amount payable.
This makes it easier for you as payer and for the supplier to see all the invoices/ payments that make up the amount in their bank.
As a relatively new user to Xero some of the omissions in basic functionality astound me!