Credit notes - Tick box to allocate full amount
Instead of tying in the amounts, what about adding a tick box next to the value where you can select the full amount shown and only if a lesser amount is to be used then have to type in the value.
Carin Gouws
shared this idea
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Hitesh Timbadia
commented
This would be a great idea. In addition, there could be a "master tick box" at the top to select ALL invoices for credit, or even an option to allocate based on FIFO or LIFO dates.
Current system is very time consuming, especially for large number of invoices that needs credit allocating.Xero is all about productivity, so this would enhance Xero's value to their user for sure !
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Jamie Vinall
commented
When applying credits to invoices currently you have to allocate by typing out the amount for each invoice it is in relation to. Is there any chance that a tick box could be created to save time. As this can be a long process to allocate multiple invoices
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Carin Gouws
commented
I've worked on other programs that uses this function and it works really well
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Linda Bates
commented
The ability to hit the F9 button (or similar) as in Sage, to automatically fill the amount in the 'amount to credit' field, without having to type values in manually