Enter your idea

Well I have tried putting our point of view across, will they listen?
Will they f…..

I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.

I have a client who sends all his supplier invoices to Xero using Email to Bills, many of these are credit notes. The credit notes sit as negative Bills in Draft. I have to open each one individually, remove the attachment to Files, create it as a credit note and attach the pdf from Files, then delete the negative Bill. It defeats the whole purpose of using Email to Bills. All we need is a button at the top of the Bill so that we can click to change it from a negative Bill to a Credit Note please.

Just needs all options in one place and it’s such a great ability having this email to bills feature especially with adding expenses to projects - the inability to do the same with credit notes has now knocked this feature back - especially when for example we may have one credit note come to us in the middle of 25 invoices which we would then have to manually find prior to uploading the other 24 documents. Just a simple conversation or edit to credit would solve this.

It seems silly not to be able to email a credit from a supplier to Xero and add it as a credit when we can email bills from suppliers and add them as bills. This would be a good feature for those clients who email all their supplier bills straight to Xero.
I also find Hubdoc clunky so reluctant to use.

Hi Xero team,
Hubdoc is not always the best option for 'normal' day-to-day credit notes. I personally have found Hubdoc clunky and unreliable when uploading documents or pictures so struggle to trust this program.
A 'simple' conversion to a credit note would take care of a lot of these issues.
It would be great if we could forward a credit note via email to bills, then click convert to a credit note.
Alternatively, could you provide a second email address purely for credit notes??

Keep coming back to this to see if Xero comes to their senses and actually gives business owners something that they want and that will help their business on their daily requirements. Instead they ‘think’ they are being innovative and ‘thinking outside the box’ with needless other features created by ‘non-business owners’……

This is exactly what I'm looking for too! An additional item in the "Bill Options" drop-down like "Convert to Credit Note" would be perfect.

I gave up on Hubdoc. It wasted more of my time than I can even say. CONSTANTLY trying to refresh feeds and connections and 2 step verification, which all companies require now, always caused a fail. This seems like such a lazy "solution" to me.

Why on God's green earth would we get yet another programme to do something that Xero already should be able to do.

Hubdoc is an extra step, and another thing to have to maintain. Why not just give us the ability in Xero to change a bill to a credit if it has a negative value? How hard could that be for a forward thinking, on its' game ACCOUNTING SOFTWARE company?

If not directly an email to Credit Note function, then at least add an option to the bill options menu to "Convert to Credit Note". That takes all the already defined detail and the attachment and converts it to a credit note.

It's really a half finished solution without the ability to handle Credit Notes - they're part of the process.

Tried using the Hubdocs and it was way to clunky with having to set up suppliers again.

This is a basic need so that we can see the credit doc just as simply as we see the invoice. Whilst managing 8d different businesses - i need to email all invoices and credits to the relevant business in xero. Its too hard to go back to paperwork for credits.

I have just asked for this exact facility and got directed here.
I dont want to get into hubdoc either
My suppliers actually email me and I forward on the bills myself to Xero - so the simplest solution would be to have 2 email addresses I can use - one for bills the other for credit notes.

For now I email credit notes to the other email address in Xero for uploading docs. I then manually create the credit note and attach the doc from the files section. Not the best solution but it works.

Would make it so much easier.

Simplest means of fixing this is simply to allow us to process negative bills (ie use the bills form that already exists.

Hubdoc is too buggy and creates more work and causes more issues than the simple email to draft bill feature. My suppliers bother to create credit notes that are similar to their invoices why can't we have this email feature for credit notes? All it needs to do is recognise that it is a negative amount, which the system already does because it brackets the amount when you email them through and tells you that amounts can not be negative.
What would be helpful would be if someone has a work around to get this draft credit/bill into the existing xero credit process.

It would just save so much time when entering credit. I get a lot as we buy stock on sale or return.

It will save so much time

This will save alot of time and will be quite essential