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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Tim Wilshire commented
Critical
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Rene Lindeque commented
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 .
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Emilia Bowzyk commented
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.
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Vanessa Pinder commented
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
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Julie Sutton commented
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!
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Cassandra McAllister commented
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.
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Huzefa Begunwala commented
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.
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Zhihao Cai commented
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 -
Mel Fenemore commented
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 -
Mel Fenemore commented
@Fiona - I can not even begin to imagine the time that is going to take you.
I find it all so messy when you are allocating credit notes to invoices that have no relevance. The whole handling of credit notes needs a little more looking into. The fact there is no shortcut to post one, you can't select them when allocating a payment through bank reconciliation or select them as part of a batch payment. All seems very simple with little to no response from XERO! But it's ok because they are making it all look pretty! -
Fiona Henwood commented
I am currently in the process of allocating 1800 credit notes to a clients customer after they had been incorrectly reconciled to a linked bank account - payments were actually made to another 'dead' bank account that has never been linked and no longer exists.
The ability to apply bulk credit notes in times like this would save a huge amount of time. -
ACCOUNT Khine commented
Agree- Batch refund/allocation icon on Awaiting payment section. Monthly I have 1000+ CN and very waste time to allocate so many credit noted on one by one invoice. This point become a reason to leave Xero badly :(
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Nicola Pulle commented
@Adrian Soden this still means that credits are matched to invoices which they might not relate to and also it is an added cost! This needs to be sorted by Xero so credits can be picked up along with invoices when reconciling as you can in other software.
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Adrian Soden commented
There is a paid app in the app store that should help with this problem, Allocat. It appears to automatically clear down credits against invoices so you are only left with invoices to pay - going to try it this month end, hopefully will cut down on a lot of wasted time allocating credits
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Roelien le Roux commented
Hi Xero Team. This will be an amazing feature that will safe our debtors department so much time and frustration. It would really be a great feature if we can at least include credit notes directly in a batch deposit instead of having to allocate a credit note first to an invoice before creating a batch deposit. We import all our sales invoices and credit notes directly from our own e-commerce platform and we have a ton of credit notes that import and it's a very tedious process to match these credit notes one by one manually on Xero first.
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SUSAN BARBARINO commented
Hey Xero this is a real pain we just swapped over to you ,reconciling our statements and to manually allocate the credits individually is ridiculous , for a company that says it makes accounting easier ,I would have to say not true, you should be able to mark that credit and it is taken up automatically off the payment you are going to make , its not that hard , please fix I see this complaint from so many people as well
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Alex Tate commented
I strongly agree this is probably the single most time consuming part of reconciling my accounts at the end of the month, incredibly surprised you cant do batch credit to make the process more efficient
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Helena Furiosi (Motlagh) commented
I agree with this. I find that when I do a "group invoice" and it goes to draft and I approve it just approves them and doesn't come up with any credits. It's only on single invoices. I then have to go back and do it manually. It wastes time. I also find overpayments hard to locate and allocate.
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Julie Sutton commented
See so many users commenting on this pretty much every day - just wondering if anyone from Xero @xero is going to comment at any stage and provide an update ? Lets be honest this isn't a new request ...
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Lisa Hovell commented
I spend hours every month allocating individual credit notes to random invoices, because I need to pay the monthly amount owed. It should be possible to choose all invoices and credits to be paid and make the payment (without specific allocation).
Many people have said the same for months (years) and still the process hasn't been changed. This should be a priority IMO.