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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

Xero team,

Please add the feature to allocate bulk transactions to avoid consuming time one by one transactions allocation.

Current allocation feature is consuming time which time is saving by others features.

Any update on this Xero ? This has been being discussed on this and the old forum for around 7 years now and no update from Xero or any idea when this will be even looked at by Xero ?
Is it even on the Road Map ?

Another feature it needs is rather than having to type in the amount for each invoice there should be a small click box next to each one to credit all of that invoice.. having to manually type in the amounts for 100's of invoices is awful manual, unproductive work !

Critical

NEED TO BE ABLE TO OFFSET CREDIT TO INVOICES IN BULK TO THE OLDEST BALANCES AVAILABLE - IM CAN NOT POST 2000 CREDIT ADJUSTMENTS ONE BY ONE - ITS IMPOSSIBLE. GIVE US THE OPTION TO AUTO BULK ALOCATE CREDITS TO DEBITS PER CUSTOMER .

Let's say a customer makes a single payment for 37 separate sales invoices. It is possible to allocate this payment by "ticking" the relevant invoices in the "Match" section of the Reconciliation pane. We can also alloca the credits within the customer account by typing the amount of the sale invoice to be allocated to that payment. We really shouldn't be having to type in the amounts in this screen but instead this should be handled similarly to Apply Entries in Business Central, for example, where the receipt can be applied to transactions in that customer's account by ticking the transactions from a list, with the default amount applied being the full amount of the invoice with the possibility of overriding the amount by typing in another amount.

having to party allocate one by one is so time consuming

need to be able to see all transaction that are unallocated by suppler ie over payments credits and invoices then tick to allocate

also when allocating overpayments you should be able to select invoices not have to manually type in the amounts

To be honest the whole supplier process in Xero is awful - no credit limits, no disputed flag available, no supplier statements, inability to "pay" credit notes as they have to be allocated to totally unrelated invoices .... whoever designed this module needs a serious talking to!

Xero team - I am jumping on the bandwagon with this request. Hours are spent each month applying multiple single credit notes to multiple single invoices for the same supplier - most of the invoices that relate to the credit notes have already been paid in previous months. This is a huge nightmare and ridiculously time-consuming. There must be a better way without having to pay for an add-on. I have used les sophisticated accounting programs than Xero that can manage this function better. I urge you to prioritise this request.

Introduce a feature that allows us to select all the invoices to be allocated against an overpayment/credit note. This task takes up most of the time when we convert from any software to Xero.

Hi,

we really need this function is added into Xero, it is nightmare to manually allocate a $100k credit note to 100 invoices.
thank you.
Zhihao

There is a similar idea put forward:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notes

@Fiona - I can not even begin to imagine the time that is going to take you.
I find it all so messy when you are allocating credit notes to invoices that have no relevance. The whole handling of credit notes needs a little more looking into. The fact there is no shortcut to post one, you can't select them when allocating a payment through bank reconciliation or select them as part of a batch payment. All seems very simple with little to no response from XERO! But it's ok because they are making it all look pretty!

I am currently in the process of allocating 1800 credit notes to a clients customer after they had been incorrectly reconciled to a linked bank account - payments were actually made to another 'dead' bank account that has never been linked and no longer exists.
The ability to apply bulk credit notes in times like this would save a huge amount of time.

Agree- Batch refund/allocation icon on Awaiting payment section. Monthly I have 1000+ CN and very waste time to allocate so many credit noted on one by one invoice. This point become a reason to leave Xero badly :(

@Adrian Soden this still means that credits are matched to invoices which they might not relate to and also it is an added cost! This needs to be sorted by Xero so credits can be picked up along with invoices when reconciling as you can in other software.

There is a paid app in the app store that should help with this problem, Allocat. It appears to automatically clear down credits against invoices so you are only left with invoices to pay - going to try it this month end, hopefully will cut down on a lot of wasted time allocating credits

Hi Xero Team. This will be an amazing feature that will safe our debtors department so much time and frustration. It would really be a great feature if we can at least include credit notes directly in a batch deposit instead of having to allocate a credit note first to an invoice before creating a batch deposit. We import all our sales invoices and credit notes directly from our own e-commerce platform and we have a ton of credit notes that import and it's a very tedious process to match these credit notes one by one manually on Xero first.

Hey Xero this is a real pain we just swapped over to you ,reconciling our statements and to manually allocate the credits individually is ridiculous , for a company that says it makes accounting easier ,I would have to say not true, you should be able to mark that credit and it is taken up automatically off the payment you are going to make , its not that hard , please fix I see this complaint from so many people as well