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Credit Notes (Suppliers) - Bulk Allocation / Filter & Search Functions on Allocation Screen / Allocation via Supplier Payment Batch.

Credit Notes are very difficult to currently manage. There is no ability to filter so you can easily allocate current period credits to current period invoices. Being able to filter open invoices via period/date would improve this issue. Also being able to search an invoice number so you can allocate to original invoice without scrolling through large lists.

Being able to allocate credits in full via a tickbox instead of manually typing the amount would also make this process quicker and with less room for errors.

Also, when dealing with such large lists on the allocation screen the balance/check of remaining credit to allocate is all the way down the bottom. Having this total fixed off to the side or top so it's always viable so we don't have to keep scrolling to the bottom. it's very time consuming and frustrating to keep scrolling all the way to the bottom to check.

Having the system allocate credits when we create a payment batch would solve just about all these issues ie allocate to newest 1st for the invoices in that batch. At the moment you can't include any credits. I would like to see this implemented as long as the total for the supplier doesn't go into negative. We deal with a large volume of credits, and this would be the best way to manage our accounts.