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  1. Credit notes- bulk allocation

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    172 comments  ·  For small businesses » Business features  ·  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…

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    Claire Peniket commented  · 

    Any comment from Xero HQ? This feature shouldn't be a big ask it is standard in all the other packages I use and have used...

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    Claire Peniket commented  · 

    From Stuart below - Absolutely it is madness! "I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate."

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    Claire Peniket commented  · 

    I have clients particularly in the automotive industry who receive a large volume of invoices and credit notes each month from multiple suppliers. It is hugely time-consuming to have to go in and allocate each credit note manually in order to be able to match the payment from the bank to the invoices on the account.