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This feature is solely missing. I need to credit off many invoices from Covid as Bad Debt. At the moment, I am having to do this one invoice at a time. Very frustrating and time consuming.

A shortcut button to auto fill the full value of the invoice to the credit note would be useful

An auto allocate button so you can remove & adjust would be useful.

I spent hours yesterday, allocating "overpayments" one by one. This could have been done so quickly if they could be done in bulk, maybe from the Bills Awaiting Payment screen? Just click the box to allocate against each other.

@Dennis Welcome to the Xero forum!!! And this is likely the first of many "basics" you are going to find missing.....
Out of interest how long have you been using Xero ?

Wow! We've just discovered this failure in Xero. Extremely inefficient and time consuming. Apparently it's been discussed for 7 years with no results in sight.

SUCH A PAINFUL & TIME CONSUMING PROCESS ALLOCATING 1 BY 1 CREDIT NOTES - I am jumping on the bandwagon with this request. Hours are spent each month applying multiple single credit notes to multiple single invoices for the same supplier - most of the invoices that relate to the credit notes have already been paid in previous months. This is a huge nightmare and ridiculously time-consuming. There must be a better way without having to pay for an add-on. I have used les sophisticated accounting programs than Xero that can manage this function better. I urge you to prioritise this request.

This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution

Xero team,

Please add the feature to allocate bulk transactions to avoid consuming time one by one transactions allocation.

Current allocation feature is consuming time which time is saving by others features.

Any update on this Xero ? This has been being discussed on this and the old forum for around 7 years now and no update from Xero or any idea when this will be even looked at by Xero ?
Is it even on the Road Map ?

Another feature it needs is rather than having to type in the amount for each invoice there should be a small click box next to each one to credit all of that invoice.. having to manually type in the amounts for 100's of invoices is awful manual, unproductive work !

Critical

NEED TO BE ABLE TO OFFSET CREDIT TO INVOICES IN BULK TO THE OLDEST BALANCES AVAILABLE - IM CAN NOT POST 2000 CREDIT ADJUSTMENTS ONE BY ONE - ITS IMPOSSIBLE. GIVE US THE OPTION TO AUTO BULK ALOCATE CREDITS TO DEBITS PER CUSTOMER .

Let's say a customer makes a single payment for 37 separate sales invoices. It is possible to allocate this payment by "ticking" the relevant invoices in the "Match" section of the Reconciliation pane. We can also alloca the credits within the customer account by typing the amount of the sale invoice to be allocated to that payment. We really shouldn't be having to type in the amounts in this screen but instead this should be handled similarly to Apply Entries in Business Central, for example, where the receipt can be applied to transactions in that customer's account by ticking the transactions from a list, with the default amount applied being the full amount of the invoice with the possibility of overriding the amount by typing in another amount.

having to party allocate one by one is so time consuming

need to be able to see all transaction that are unallocated by suppler ie over payments credits and invoices then tick to allocate

also when allocating overpayments you should be able to select invoices not have to manually type in the amounts

To be honest the whole supplier process in Xero is awful - no credit limits, no disputed flag available, no supplier statements, inability to "pay" credit notes as they have to be allocated to totally unrelated invoices .... whoever designed this module needs a serious talking to!

Xero team - I am jumping on the bandwagon with this request. Hours are spent each month applying multiple single credit notes to multiple single invoices for the same supplier - most of the invoices that relate to the credit notes have already been paid in previous months. This is a huge nightmare and ridiculously time-consuming. There must be a better way without having to pay for an add-on. I have used les sophisticated accounting programs than Xero that can manage this function better. I urge you to prioritise this request.

Introduce a feature that allows us to select all the invoices to be allocated against an overpayment/credit note. This task takes up most of the time when we convert from any software to Xero.

Hi,

we really need this function is added into Xero, it is nightmare to manually allocate a $100k credit note to 100 invoices.
thank you.
Zhihao

There is a similar idea put forward:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes