Settings and activity
11 results found
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436 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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Rene Lindeque
commented
we should all bring this up with them at the xero roadshow!! this is ridiculous!
An error occurred while saving the comment Rene Lindeque
commented
Maybe if we all go stand in front of the Xero building and toyi-toyi, then we would get their attention because this seems to be falling on deaf ears!!!!!!!!!!!!!!!!!!
An error occurred while saving the comment Rene Lindeque
commented
The FACT that this is still not an option available on Xero is beyond me - we have all these thousands of fancy reports and gimmicks but can't bulk allocate - we are sitting with over 2000 unallocated credits due to this stupid feature not being available very frustrating.
An error occurred while saving the comment Rene Lindeque
commented
Hi Julie, yes this is so frustrating, we have the same issues. sitting with over 3000 unallocated credits and have to di it one by one - its absolutely ridiculous that this is not a standard feature. THE Same for a normal plain old school customer and supplier detailed ledger with running balance. they have all these fancy reports but not a basic cust ledger. we really like using xero - but the cust and supplier portions is just really S**ty. im just hoping that if this feature gets enough votes that they will do something about it.
An error occurred while saving the comment Rene Lindeque
commented
We must get everyone on our teams to vote for this feature! i think the more votes then hopefully they will consider bringing this feature in. Cause this is very Frustrating.
An error occurred while saving the comment Rene Lindeque
commented
NEED TO BE ABLE TO OFFSET CREDIT TO INVOICES IN BULK TO THE OLDEST BALANCES AVAILABLE - IM CAN NOT POST 2000 CREDIT ADJUSTMENTS ONE BY ONE - ITS IMPOSSIBLE. GIVE US THE OPTION TO AUTO BULK ALOCATE CREDITS TO DEBITS PER CUSTOMER .
Rene Lindeque
supported this idea
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70 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Rene Lindeque
supported this idea
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335 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Rene Lindeque
supported this idea
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51 votesRene Lindeque
supported this idea
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An error occurred while saving the comment Rene Lindeque
commented
i have the same issue - to many duplicate contacts are being created - the system should not allow such easy contact creations. there should be a way that only admin and senior reviewers are able to create contacts
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43 votes
An error occurred while saving the comment Rene Lindeque
commented
We need more people to vote the more votes the more they will consider it apparently. It's absolutely ridiculous as this is such a standard accounting feature that should be there.
Rene Lindeque
shared this idea
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62 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Rene Lindeque
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192 votesRene Lindeque
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8 votesRene Lindeque
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12 votesRene Lindeque
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5 votes
Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too.
Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for.
You can search for a journal by filtering the Journal report by description 😁
Rene Lindeque
supported this idea
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24 votesRene Lindeque
supported this idea
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You guys are clearly not accountants who create these systems. Our company is sitting with 7000 unallocated credits, (customer jnls) so no we cant allocate them on the bank - each credit goes to one invoice not multiple. So you are completely missing the point. There should be and option where the credit amount should auto match an invoice with same amount from oldest to newest. ALMOST all accounting systems have this. You platform is so great but lacks BASIC accounting input criteria. and the fact that it will only be considered in the long run is ridiculous.