Settings and activity
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98 votes
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8 votes
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Linda Kennington
commented
If you can log in and save a bill to draft from a Xero link, how come you can't do the same for a credit note? I have several credit notes to enter from another Xero file, all up to 10 lines on each invoice and I have to manually enter them, not import them straight from the link.
It is frustrating that credit notes don't seem to work as seamlessly as bills do. -
37 votes
An error occurred while saving the comment Linda Kennington
commented
It would be appreciated to have this implemented as soon as possible please. I have already nearly overcharged someone because a credit note could not be added and I am not the only one who does the invoicing.
An error occurred while saving the comment Linda Kennington
commented
It is great that the option to apply a bill or spend money to a customer, however should you receive a credit note from a supplier for that same contact/customer, you can't add that credit note to a contact, only a project. It seems strange to me that if you can add an expense to a contact/customer, you should also be able to add a credit note.
Linda Kennington
supported this idea
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2 votesLinda Kennington
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4 votes
An error occurred while saving the comment Linda Kennington
commented
Hi Liz and Laura,
My main issue is that I use timesheets to enter the employees' hours and allocate those hours to a particular job so it can be billed out, however if the wrong job is entered for whatever reason, timesheets does not come up as a condition against type and if you use the wages code, it won't bring up any transaction entered through payroll. I guess ultimately, it would be great if payroll transactions could be included in the type of transactions you can find & recode. At this point, I am doing a timesheet report on the hours allocated to that job and calculating the amount by the employees' rate(s) and doing a manual journal. It is just very time consuming if an error occurs.
Thanks for your input and open to any other suggestions.
LindaLinda Kennington
shared this idea
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I have a client who is asking about this feature also as they have recently begun a company that has two directors and would like the ability for both directors to be able to view and approve bills and invoices for payment that are entered/prepared by me, their bookkeeper.