Bills - Quick option to add a new Supplier Credit Note
When you enter a bill and save it as a draft or approve a bill up the top it gives you the option to enter a new bill but it doesn't give you the option to enter a credit note. Because I can click add a new bill I enter all my invoices first but if Xero gave me the option to enter a credit note I would use this very much. Right now I have 14 supplier credit notes to enter and that is not unusual and it is very time consuming having to go back to the bill summary screen each time to just beable to access the option to enter a new credit note. Please can access to credit note entry be made possible while viewing individual bills. The credit allocated box also needs the option to enter new bill or credit note. Screen shots attached.
Carlisa Silby
shared this idea
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Janelle Gurney
commented
Why can it not be included in the From New '+' as an option Bill Credit Note and obviously would need one for Invoice Credit Note too.
So clunky having to go to Purchases or Sales Overview. -
Rose Barnes
commented
Add a credit note button from the Edit Bills screen (after draft) for credit notes emailed in, to be re directed to the Credit note with the image.
As it is, I have to open the draft CN , save the image to PDF, go back a screen, choose Credit Note, raise all the details and then add the image.
When I have numerous credit notes each month, a button to redirect to the CN taking the image would save a lot of time. I can't believe this doesn't already exist. -
Mel Fenemore
commented
It makes it so long winded! Especially when XERO is on a bit of a go slow!
I think they need to look at the whole handling of credits. From having to keep going into bills to be able to select you would like to post one to having to allocate it to an invoice even if it's not relevant to the invoice just so you can include it on a payment run! Would be nice if all these issues were to be looked into!