Enter your idea

This would help massively due to the amount of credit note we have to allocate.

We need this tool to save our time.

This would be very helpful, we get many credits per month, to allocate once they have all been received at the end of the month as we did in our previous software would be a great help.
Even better if you could "pay" a credit, i.e. reducing the amount owing with a batch payment so that the credit appears on remittance

Ah, another desperately needed basic function that Xero are ignoring. Cool cool cool cool cool. Sorting by surname is my other big one, but I have come across some other clangers too! Think of all the hours wasted on working around these basic flaws. Absolutely contemptuous by Xero IMHO.

@Mel - we moved from SAGE to Xero as it was ahead of the competition at the time - although the shortcomings in the software weren't properly explained to us by our "adviser".
But we are looking at moving back as well - if the move to new invoicing goes as ahead without significant changes, that is our cue to go - we've learnt to live with alot of shortcomings in Xero but that will be THE final straw .....

@Lexi Chassiotis I am currently looking into Sage. They have come a long way from being a very substandard cloud based product. Where Sage are improving XERO is staying stagnant at best but appears to be going backwards!
Thankfully things like move by books etc makes it a lot easier to jump ship and switch. It's what happens when a company stops listening to the customers that pay the ever increasing price for a poor performance product and customer service!

Hi Julie, yes this is so frustrating, we have the same issues. sitting with over 3000 unallocated credits and have to di it one by one - its absolutely ridiculous that this is not a standard feature. THE Same for a normal plain old school customer and supplier detailed ledger with running balance. they have all these fancy reports but not a basic cust ledger. we really like using xero - but the cust and supplier portions is just really S**ty. im just hoping that if this feature gets enough votes that they will do something about it.

Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?

Rene - If only it were that simple as getting people to vote! This has been asked for for about 10 years now and nothing! Xero just don't seem to care ......

Feels like we've been asking for it since 1971 - but still waiting...........
This has been around on the different "ideas" forums about 10 years now!

We must get everyone on our teams to vote for this feature! i think the more votes then hopefully they will consider bringing this feature in. Cause this is very Frustrating.

Seriously... new Xero user... and realising this ISN'T a thing??? Really??

What year is it, 1971?

When will this be added. We have been asking for this for years. It really is critical in such a fast paced industry.

This is a must have function or the ability to select credits on a payment run

I need this function

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 ?