Credit Notes - Remain on Credit Note view after allocating to a bill
After entering a credit and allocating it, Xero now displays the Invoice not the Credit. This is very confusing and annoying.
Xero support answer was:
I understand you're finding the recent change to the credit note display confusing. When you complete and approve a credit in purchases and apply it to a bill, the screen now displays the bill rather than the credit note you've just entered.
This change is part of recent improvements to credit notes that Xero has made to build consistency across different Xero experiences. The new layout has been designed to save time when applying credit, though I can see how the different display behaviour might feel less intuitive for your workflow.
I was advised to submit a product request for something that Xero has messed up as usual. This change doesn't improve workflow and it needs to be reverted.
Stop messing around with functionality that has been in place for ever and doesn't need changing. Your "improvements" make our workflow much harder!
And how about some consultation before you make stupid changes???
Margaret Nicholas
shared this idea
Thanks for sharing this idea. Having the option to return to the Credit Note after allocating it to a bill could give users more control over their workflow.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you regularly work through credit notes, let us know whether staying on the Credit Note or returning to the bill would be your preferred experience.
