Credit notes- bulk allocation
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.
AdminXero Team
(Admin, Xero)
shared this idea
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Sarah Whiting
commented
Agreed!
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Stuart Mohamed
commented
Apologies if this has been requested elsewhere - please merge with any similar suggestions.
I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate.
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Vanessa Wilson
commented
This would cut our bookkeeping time drastically, time saving