Invoice - Bulk allocation of credit notes
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.
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Salman Altun commented
it's a must-have feature.
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Evelyn Thornton commented
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!
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Tristan Evans-Cook commented
Would make my life easier. Please do this... I am begging
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Lee Mathers commented
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.
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Lexi Chassiotis commented
Another month of going through supplier by supplier, allocating one credit note at a time to each supplier, to then be able to go and pay their monthly bill. This is sooooooo frustrating and slow!! Xero support, we really need you to look at this, it's a simple coding change!! So many other programs have done this for years, it's such a very backwards step to not be able to just click on every invoice and credit note and make one payment including all of them. Like others have said, most credit notes actually pertain to already paid invoices, so allocating them to now owing invoices makes no actual sense on any planet.
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Carolynn Rooney commented
This is critical to our business as we have a very large volume of invoices and credit notes...is there a timeline for when this might be possible please?
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Carter Smith commented
It is very time-consuming having to click into each credit and apply to a bill. A solution is desperately needed for this.
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Richard Gallant commented
Has anyone found a solution to this issue? It's hard to believe that Sage can do this and Xero cannot.
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Ashley Brimble commented
It would be great if Xero allowed you to batch allocate credit notes to invoices instead of having to allocate one credit note at a time.
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Georgina Gregory commented
This would be a hugely useful feature - it is SO time consuming allocating credit notes individually! Hopefully Xero developers will realise this is a simple but important feature and introduce it asap!
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Lynda South commented
This is critical in my view, and should be priority from all the comments!!!!! For such a "sophisticated" program , this is a huge disappointment and makes my job extremely time consuming.
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Donna Campbell commented
Very time consuming allocating numerous credit notes to suppliers. This would be an amazing feature.
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Alex Shepherd commented
This is a function in Sage Desktop and Sage Cloud, Xero you are behind on this functionality here, saves lots of time for bookkeepers uploading bank transactions automatically and then allocating posted invoices afterwards, or, if the client uploads their own invoices the bookkeeper can apply as overpayments and match afterwards which is a good check to have in place...
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John Fitzgerald commented
send email to support@support.xero.com on this as I'm not sure they really review these threads at all and i have emailed them numerous times on this suggestion.
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Blyth Chan commented
I agree. Very time consuming. This needs to be taken to the next level. There are new features developed by Xero but I don't think this should be left behind.
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Christy Wilson commented
This is such a time consuming part of allocating payments both from customers and to suppliers. I really would appreciate this being a new feature as it creates much more work for me. Coming over from being a SAGE user I assumed this would be a basic tool. I really feel like reverting back to SAGE!
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Lexi Chassiotis commented
I really do not understand why Xero is ignoring this request by many of us. Every other accounting program I've ever worked with, credits can be worked with invoices all at once. I'm only with Xero because of my POS system in my shop. Otherwise I'd be elsewhere especially with the lack of response from Xero support
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Stephane Pang commented
This is so time consuming and really needed quickly!!
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Penny Farrar commented
We too have changed from Sage to Xero and found the credit allocation to be hugely time consuming. It is very basic. Xero really need to change the way this works.
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Dean Collier commented
When is this going to be an option like QBO? I have 732 Credit Notes to Allocate to one customer...................