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Credit notes- bulk allocation

Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

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  • Rene Lindeque commented  ·   ·  Report

    Hi Julie, yes this is so frustrating, we have the same issues. sitting with over 3000 unallocated credits and have to di it one by one - its absolutely ridiculous that this is not a standard feature. THE Same for a normal plain old school customer and supplier detailed ledger with running balance. they have all these fancy reports but not a basic cust ledger. we really like using xero - but the cust and supplier portions is just really S**ty. im just hoping that if this feature gets enough votes that they will do something about it.

  • Lexi Chassiotis commented  ·   ·  Report

    Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?

  • Julie Sutton commented  ·   ·  Report

    Rene - If only it were that simple as getting people to vote! This has been asked for for about 10 years now and nothing! Xero just don't seem to care ......

  • Julie Sutton commented  ·   ·  Report

    Feels like we've been asking for it since 1971 - but still waiting...........
    This has been around on the different "ideas" forums about 10 years now!

  • Rene Lindeque commented  ·   ·  Report

    We must get everyone on our teams to vote for this feature! i think the more votes then hopefully they will consider bringing this feature in. Cause this is very Frustrating.

  • Luke Roberts commented  ·   ·  Report

    Seriously... new Xero user... and realising this ISN'T a thing??? Really??

    What year is it, 1971?

  • Cindi Trollip commented  ·   ·  Report

    When will this be added. We have been asking for this for years. It really is critical in such a fast paced industry.

  • John Reeves commented  ·   ·  Report

    This is a must have function or the ability to select credits on a payment run

  • Jim Corbett commented  ·   ·  Report

    This feature is solely missing. I need to credit off many invoices from Covid as Bad Debt. At the moment, I am having to do this one invoice at a time. Very frustrating and time consuming.

  • Evelyn Thornton commented  ·   ·  Report

    A shortcut button to auto fill the full value of the invoice to the credit note would be useful

  • Evelyn Thornton commented  ·   ·  Report

    An auto allocate button so you can remove & adjust would be useful.

  • Debbie Spooner commented  ·   ·  Report

    I spent hours yesterday, allocating "overpayments" one by one. This could have been done so quickly if they could be done in bulk, maybe from the Bills Awaiting Payment screen? Just click the box to allocate against each other.

  • Julie Sutton commented  ·   ·  Report

    @Dennis Welcome to the Xero forum!!! And this is likely the first of many "basics" you are going to find missing.....
    Out of interest how long have you been using Xero ?

  • Dennis Garac commented  ·   ·  Report

    Wow! We've just discovered this failure in Xero. Extremely inefficient and time consuming. Apparently it's been discussed for 7 years with no results in sight.

  • Lorna Douglas commented  ·   ·  Report

    SUCH A PAINFUL & TIME CONSUMING PROCESS ALLOCATING 1 BY 1 CREDIT NOTES - 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.

  • Gurpreet Singh commented  ·   ·  Report

    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

  • Account Account commented  ·   ·  Report

    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.

  • Julie Sutton commented  ·   ·  Report

    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 ?

  • John Fitzgerald commented  ·   ·  Report

    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 !

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