Enter your idea

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

I get 100s of credit notes a day having to do this individually is such a waste of time and should absolutely be a feature. Major weakness for Xero and massive time waster all round.

Xero is so bad at many tasks that other finance systems manage so easily. Comparing this inability to bulk allocate overpayments issue in Xero to the ease of doing the same thing in both QB and Sage is unbelievably frustrating. Bulk allocation should be a no-brainer, and this is surely not too complex to resolve!

Is this progressing at all? It is mindless allocating 100's of credit notes one at a time

Xero Please if you can make this happen for us we'd probable move all our clients to Xero, but this functionality is definitely a problem area and we all would appreciate some feed back or action towards such an important request.

Xero is really good is so many ways but REALLY bad at so many simple things that could be implemented which would say a lot of time!

On this point it takes me so long to enter a $2000 credit note where the average invoice amount is about $20, thats 100 entries I need to select one by one.

Same goes with entering a payment in to a supplier. I pay say 10k to one (no full amount for the month) and I need to go one by one to select each invoice until the 10k is reached.

Really disappointing.

Xero communication is non-existent on this and many other issues. One of the worst companies Ive ever had the misfortune to deal with from this aspect. They just do not seem to understand basic everyday bookkeeping tasks that their clients need to deal. This along with alot of other missing basic functionality and errors they don't even see as being errors (future dated payments in the cash flow forecast for example) is why we are currently investigating other software to move away from Xero

Julie, it's a shame that a basic time saving function like this can't be addressed...the least Xero could do would be to explain why not?

Jason - no nothing is happening - and nothing has ever happened on this subject and the "idea" has been around for years - yet another missing basic functionality in Xero

Is anything happening with this?

Please can we just click the boxes on multiple credits and apply to one invoice
Opening each credit to apply to an invoice is so very time consuming

This is needed

it's a must-have feature.

I feel like I am wasting a lot of time having to copy & paste something that should at the very least have a shortcut key to autofill. RSI here I come from all the double clicking to copy & paste!

Would make my life easier. Please do this... I am begging

We issues hundreds (sometimes thousands) of invoices each month and issue hundreds of credits. The ability to bulk allocate credits against a customer's account would dramatically speed up processing.