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When allocating a credit note to a customer invoice we need to be able to report on this event and no date is stored at the point of allocation.

In the current system you can see credit notes allocated against invoices only when in the documents as a credit note displays similarly to a bank payment. You can to an extent identify credit notes allocated against invoices by running reports against the Accounts Receivable ledger, filtered by source 'credit note allocation' but you cannot filter this in any way to see recent events. The date of the allocation is deemed to be the credit note creation date which isn't reflective of reality. Credit notes are issued to customers but they may be allocated at a much later date to an invoice and to a different invoice than the one expected - this is often the customer's control depending on their remittance information.

Xero should at the very least store the date that the credit note was allocated to an invoice so we can report and review those allocations based on the event date. It is impossible to review these otherwise. For example my team have allocated a credit note today from 3 months ago as the customer has finally confirmed which invoice they will net this off against. But I can't see this anywhere as an event in any reports as it is now buried as a transaction from 3 months ago!