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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Julie Sutton commented
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
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Jason Cordina commented
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?
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Julie Sutton commented
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
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Jason Cordina commented
Is anything happening with this?
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Natalie Nielsen commented
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 -
Deepak Suvarna commented
This is needed
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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.