Settings and activity
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464 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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Justine Bennett
supported this idea
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41 votesJustine Bennett
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36 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
Justine Bennett
supported this idea
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UK User here - We have seen the roll out last week of being able to allocate credit notes along with invoices on the Bank reconciliation function - this is a very welcome change !! Why have Xero not communicated this change as users have been asking for years & years and only be being vigilant and seeing the feature ourselves did we discover this. PLEASE LET EVERYONE KNOW THIS IS A GAME CHANGER FOR SO MANY OF US !!!