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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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  • Dom Prosser commented  ·   ·  Report

    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.

  • Tania Smith commented  ·   ·  Report

    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 :(

  • Evan Schonfeld commented  ·   ·  Report

    This would help tremendously when dealing with multiple credits.

  • Paul Russell commented  ·   ·  Report

    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.

  • Catherine Roberts commented  ·   ·  Report

    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!

  • Waldo Oosthuizen commented  ·   ·  Report

    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

  • theresa Kershaw commented  ·   ·  Report

    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.

  • Rene Lindeque commented  ·   ·  Report

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

  • Tania Woodhouse commented  ·   ·  Report

    I have just switched to Xero and can't believe that there is no function to apply credits in bulk, or that they are not able to be matched from the bank payment reconciliation screen along with outstanding invoices, we have many of these as well as overpayments a month, and having to apply these individually is taking more time than I am saving with the other features of Xero! The reason we switched is to free up time and now this has not happened!

  • Rebecca Bearjar commented  ·   ·  Report

    Yes Please! To be able to apply credits as a batch or in bulk to a vendor bill would save SO much time!

    Alternatively, (when paying bills) to be able to include vendor credits in a batch payment without allocating them to a specific bill would be ideal.

  • Dom Prosser commented  ·   ·  Report

    Bulk Allocations for credit notes in Supplier accounts. Completing this one by one on accounts with lots of transactions is tedious.

  • Rene Lindeque commented  ·   ·  Report

    Maybe if we all go stand in front of the Xero building and toyi-toyi, then we would get their attention because this seems to be falling on deaf ears!!!!!!!!!!!!!!!!!!

  • Swim Solutions commented  ·   ·  Report

    Is it possible to add credit notes to bulk payments yet? As allocating them individually is not an option as the payment/credit spans financial years so Xero won't allow me to allocate credit to the invoices which they relate to, if i allocate to the wrong invoices in the current financial year then they are not included in the bulk payment - very frustrating!

  • Louise Tonkin commented  ·   ·  Report

    My client has 2500 invoices and credit notes automatically sent over from their booking software. These need to be bulk allocated.
    Please do this urgently?

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