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We URGENTLY need this for a group of companies. We've had to manually convert them to Xero, but it'll be impossible to manually allocate each credit note. there are tens of thousands

There are three different 'ideas' relating to improving the processing of credit notes- if combined it will show how important this is. They need to be treated as a normal part of business and included in payment allocations and bank reconciliations.

we should all bring this up with them at the xero roadshow!! this is ridiculous!

I have just switched to Xero and can't believe that there is no function to apply credits in bulk, or that they are not able to be matched from the bank payment reconciliation screen along with outstanding invoices, we have many of these as well as overpayments a month, and having to apply these individually is taking more time than I am saving with the other features of Xero! The reason we switched is to free up time and now this has not happened!

Yes Please! To be able to apply credits as a batch or in bulk to a vendor bill would save SO much time!

Alternatively, (when paying bills) to be able to include vendor credits in a batch payment without allocating them to a specific bill would be ideal.

Maybe if we all go stand in front of the Xero building and toyi-toyi, then we would get their attention because this seems to be falling on deaf ears!!!!!!!!!!!!!!!!!!

Is it possible to add credit notes to bulk payments yet? As allocating them individually is not an option as the payment/credit spans financial years so Xero won't allow me to allocate credit to the invoices which they relate to, if i allocate to the wrong invoices in the current financial year then they are not included in the bulk payment - very frustrating!

this improvement needs to be added to xero asap

Same for overpayments - instead of filling the amounts in individually, could there be a "TICK BOX" to allocate the amount next to the invoice/bill? This counts for suppliers and customer payments alike.

My client has 2500 invoices and credit notes automatically sent over from their booking software. These need to be bulk allocated.
Please do this urgently?

We are an online retailer, so we can get a lot of customer refunds for returns etc. Having to refund each credit note individually in order to allocate on the bank statements is very time consuming.

It is a pretty basic feature, so not sure why this hasn't been implemented yet.

The whole selling point of Xero is making life easier by automating a lot of the routine tasks. And for most parts that works very well.
However, the current way of allocating credits and payments on account to invoices just makes no sense for larger accounts with multiple invoices and credits. Please work on this.

We need really need this as a feature please. Due to the nature of our work (electrical contracting), we have a lot of daily bills and credits from our suppliers so I'm spending hours allocating credit notes each month

Having to manually credit each invoice/credit is a huge time waster and should be something that is automated. Xero is falling behind on this massively, there a plenty of accounting system which have had this feature for years now.

Please make this happen

I am so shocked this isn't an option yet. Its seems such a basic add on????

If you add the credit to the account it should just sit the same way as a bill but as a minus. This is extremely frustrating, and time consuming. Trying to send a remittance to a customer and the credits not showing individually so unprofessional!

PLEASE XERO MAKE IT WORK!

Considering changing to another software its so irritating!

The FACT that this is still not an option available on Xero is beyond me - we have all these thousands of fancy reports and gimmicks but can't bulk allocate - we are sitting with over 2000 unallocated credits due to this stupid feature not being available very frustrating.

yup, I would like this to be implemented. If you only tick credit notes and press deposit then the batch deposit screen is blank and looks like an error! so much so that I logged a support case thinking something wasn't working right. I get that you are supposed to allocate credits to invoices and that you don't normally deposit against them but when the logic implemented makes it look like theres and issue then perhaps the implementation is wrong.

Allocating each credit note individually is time consuming and an unnecessary process.

Introduce a better way where credit notes could either be batch allocated without having to go onto each individual one, or allocate multiple at once on the allocation screen.

Working for large firm of accountants I've been asking for this functionality very loudly for the past 6+ years and cannot believe we are still waiting for it. I

t is my biggest gripe about what is overall my go to choice to advise clients to use. But the lack of being able to allocate credit notes along with payments from the bank rec is so frustrating