Settings and activity

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1. Credit notes- bulk allocation

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   172 comments  ·  For small businesses » Business features  ·  delete…  ·  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 value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   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… more

   Leah Puglisi supported this idea  ·  16 November, 2023

2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   266 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   Hi Community! 👋

   Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

   I look forward to updating you as we make progress 🙂 🙏

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   Leah Puglisi commented  ·  31 August, 2022  ·  Edit…  ·  delete…

   It is really frustrating when you are the one that deals with the suppliers invoices/orders but are unable to view the inventory lists. I hate the thought of having to take time away from my co-workers to be able to see it from them. This needs to be fixed!!

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   Leah Puglisi supported this idea  ·  31 August, 2022