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437 votes
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…
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HIC HIC
commented
...i hand't seen this post..and went ahead and pretty much posted the same thing - interesting though that the original post is dated 2017 and xero has yet to address this....
An error occurred while saving the comment HIC HIC
commented
in A/R when applying a credit application - it would be VERY helpful, if where was a check box wherein we could choose ALL the invoices we wanted to apply, rather then the current time consuming method of having to enter each individual amount on each individual invoice
HIC HIC
supported this idea
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125 votes
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commented
re: archiving locations....we have HUNDREDS of locations.. it would be VERY helpful, if there was a check box wherein we could choose ALL the locations we wanted to archive at the same time, rather then the current time consuming method of having to click on individual location...additionally - it would be very confident..if the screen didn't keep deferring back to the
"archived" page...and just stayed on the first back, so we don't have to keep going back and forth - waaaay to time consuming.....HIC HIC
supported this idea
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interesting , that the original post is dated 2017 and xero has yet to address this.... akin to Lego - are they waiting for 10,000 votes before they do something about it? what's the pint of making suggestions and voting if nothing will be addressed...even AFTER 5 years.....