Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature
Could you have an 'upload supplier credit notes' button, the same as you do for supplier invoices, because at the moment you have to enter any credit notes manually, and of course if you accidentally upload them under the supplier invoice button they appear as invoices and not credits!
Tina Banham
shared this idea
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
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Anne Boutrup
commented
I wholeheartedly agree with Karen's comment from June 3 2.23pm! Fundamental basics are not working as one would expect for a bookkeeping/accounting software.
And why waste money on developing AI when what they push out is so flakey that you still have to pay extra for additional plug ins to handle basics things!!
I am constantly on the look out for other products that do the basics right - and there are ever more choices! -
Philip Bond
commented
Xero sem to think that, because they love their "baby", we all love it as well. I've got news for you Mr X, It's a tool and nothing else and if the tool box isn't working I'll find something else.
Get your act together please as I do like most aspects of Xero!
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Karen Lovegrove
commented
Thanks Philip, I also agree with Aidan below and have become disillusioned with Xero not listening to it's core users who are generally bookkeepers and admin staff that do most of the key work in Xero and who make valid requests for basic improvements that are ignored or lost in the Product Ideas maze (the PI forum is too hard to use or find anything) for years with sometimes a token response that a request is under consideration or moved up the line. Equally frustrating is when something is added to say the UK or NZ version but not AU or across all versions!
I think Xero have got too comfortable with their market share and think users won't look for alternatives. -
Philip Bond
commented
Here Here! Well said Karen.
Don't Xero have any book-keepers/accountants working for them who could tell in a flash what functions we need? Should be obvious.
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Karen Lovegrove
commented
Processing supplier credit notes currently is a messy process - can't email and have it recognised as a CN, no quick way to get to the CN screen to manually enter, no upload option to streamline entry.
Come on Xero, make the improvements we ask for - not just promote "window dressing" that doesn't really add value to your frontline users!
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Aidan Nicholas
commented
I Need to be able to send credit notes in via email like you can with bills. The nature of my business I can end up with several credit notes from suppliers, which currently all have to be uploaded individually.
This takes significant time. We should be able to send them as a pdf the same as with bills, or at least make it so if a bill is a negative amount, it automatically changes to a credit note.
It seems odd for software so well developed, to not have this feature.
This may already be in the requests section, but i dont have time to trawl through 25 pages of ideas to find it.
Please sort this before i start looking elsewhere for software that does do this. For my £44/month, its a simple request.
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Woody Woody
commented
totally agree with this request. it is very frustrating having to go thru every supplier invoice in drafts to see if it is a credit note .