Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
Janet Parker
shared this idea
-
Delwyn Connell
commented
Hi - the ability to add a credit note from Files would be very helpful, the process is frustrating
-
Linda Kennington
commented
If you can log in and save a bill to draft from a Xero link, how come you can't do the same for a credit note? I have several credit notes to enter from another Xero file, all up to 10 lines on each invoice and I have to manually enter them, not import them straight from the link.
It is frustrating that credit notes don't seem to work as seamlessly as bills do. -
Luke Abbott
commented
Would like to see this for adding direct from files to a purchase credit note.
Currently all P/L files get uploaded and then any credits have to be re-downloaded, deleted and added manually via the Bills tab.