Enter your idea

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

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!

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.

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.

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

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

@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!

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.

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 :(

@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.

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

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.

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

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

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.

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 ...

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.

Some of our clients have a large number of invoices and credits as these come from automated booking systems.
it takes days to allocate them against each other, so please can we have a way to do these in bulk - maybe similar to the cash coding facility for bank recs?

This is a facility vital to accountants and book-keepers - maybe not so much for individual companies, so please take into account the needs of book-keepers rather than absolute numbers of people wanting this facility.

The team believe this is a critical improvement and should be available already, would save so much time.

It would save a lot of time and make reconciling accounts much easier