Enter your idea

It will really help if we can only put a tick next to the invoice amount instead of having to type in the amount to allocate the credit or overpayment, this wil really help to reduce the allocation process.

This has always been an annoyance, but having recently taken on a vehicle repair garage that receive a huge number of credit notes each month for returned parts, it has now become critical that this is addressed. Having to allocate each one individually takes a ridiculous amount of time every month.

Please please please! This is a crucial function that needs addressing.

Also find it ridiculous you can't apply overpayments or credit notes in bulk or at least with a quick function like in Sage F3 etc.

When I think of Xero, I don't think of manual, repetitive tasks, yet applying bulk credit notes is still not a feature. With our large client base, we need a faster solution for applying write-offs to our invoices each week.

There must be a way you can pick the credit notes up along with the invoices at the point of matching the invoices on the bank rec screen. Or being able to tick them on the sales invoices, awaiting payment screen. Along with the payments on account

This Topic idea is now dating back to 2022 and there is still no improvement

Have to do them every month so will probably move to a new system that does this function

COMMUNITY PLEASE LISTEN, This simple finicality it key to saving time, my clients have thousands of purchase credits that need allocating and it take hours to go in and out of each one, alongside the credit allocation screen being very BUGGIE when trying to allocate them.

There must be a way you can pick the credit up along with the invoices at the point of matching the invoices to the payment on the bank rec screen. Cant you allow credits to be seen through the spent money tick box? this way the batch can all be picked up together to balance the payment.

This is basic stuff.

HERE'S A SOLUTION!!
Hi Community. While we wait for Xero to add this , here is a solution to get credit notes allocated in bulk!:

https://thebeancounter.co.za/toolzbythebeancounter/

Please add this basic feature!

Please can this be made possible????

Just moved from Sage 50 and have over 500 sales invoices and 300 purchase invoices that I have to credit individually because for some reason they didn't get converted properly... it's a time consuming, mind numbing job :(

Critical aspect that happens all the time in business

This would help tremendously when dealing with multiple credits.

Yet another critical function that is missing in Xero. Why the need to allocate one at a time? This ties in 100% with the inability to allocate credit notes in the bank reconciliation. Any accountant that flogs this software as being user friendly should try using it themselves.

I have upgraded 70% of my bookkeeping business clientbase to Xero - and this is coming up again and again. Primarily, inability to allocate credit notes at the "Bill Payment" stage makes Remittances meaningless to the supplier; and second, unability to allocate credit notes to Supplier payments or Customer receipts makes Bank Reconciliation a two-step process when there is no need for it to be!
This issue comes up again and again and again on the Xero forums, going back YEARS. Why has it not been addressed - it lets the system down so much!

We URGENTLY need this for a group of companies. We've had to manually convert them to Xero, but it'll be impossible to manually allocate each credit note. there are tens of thousands

There are three different 'ideas' relating to improving the processing of credit notes- if combined it will show how important this is. They need to be treated as a normal part of business and included in payment allocations and bank reconciliations.

we should all bring this up with them at the xero roadshow!! this is ridiculous!