Bills - Option to auto apply credit notes and overpayments
Honestly, This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution for this
4
votes
Gurpreet Singh
shared this idea
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Rebecca Bearjar
commented
I agree! Manually allocating credits to vendor bills is cumbersome and time consuming in Xero. I would love to see some options to make this process more streamlined and efficeint.
Idea: feature to allocate credits in bulk or as a batch. Select multiple credits and apply to a bill all at once.
Idea: allow credits to be included in a batch payment without having to allocate them to a specific bill first.
Please implement some improvements to the allocate credit process!