Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
AdminXero Team
(Admin, Xero)
shared this idea
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Jennifer Bamber
commented
We assign a large number of invoices and it's an invaluable feature. But receiving a credit note from a supplier really messes the system up.
This would be a huge help and seems odd it cant be done
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Vicki Lowther
commented
This feature would be very helpful to ensure credits are correctly passed through to customers, and in an efficient manner. Being able to assign the credit to customer would be a major improvement to this function
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April Brown
commented
At times, you have to make a return to a vendor and buy something different, etc. Credits come through, but you can't post a credit to billable expenses. I would love to be able to do that. I would like to have "assign to customer" in both spend money or receive money. It shouldn't have to be done by manually finding the original charge, etc. And if the amounts are different, you didn't return the entire purchase, just a part. Then you have to edit the invoice, sometimes removing the payment, etc., etc., etc..
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April Brown
commented
The ability to allocate credits on returned materials directly to billable expenses where the customer's item was returned. You may need to repurchase the items someplace else, and it would be so much quicker to add the billable expense feature to the credit side also.
Additionally, when cash is received from an outside credit card source you cannot track the cc fees on the credit entry as a billable expense.