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478 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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Emilia Bowzyk
supported this idea
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78 votes
Hi community, thanks for continuing to share interest in this idea with us here.
As many will be aware we've developed a new Accounts production tool for Xero Tax available to all Xero Partners.
Currently within Personal Tax there remains the ability to directly import a Profit & Loss into the self-employment worksheet. However, with an outlook of further developing our new Accounts production tool, Sole trader accounts will be something we eventually work into this.
Right now, there are a few other things in the pipeline before we get to this, but I'll be sure to keep you updated here of development for Sole trader accounts.
Emilia Bowzyk
supported this idea
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Let's say a customer makes a single payment for 37 separate sales invoices. It is possible to allocate this payment by "ticking" the relevant invoices in the "Match" section of the Reconciliation pane. We can also alloca the credits within the customer account by typing the amount of the sale invoice to be allocated to that payment. We really shouldn't be having to type in the amounts in this screen but instead this should be handled similarly to Apply Entries in Business Central, for example, where the receipt can be applied to transactions in that customer's account by ticking the transactions from a list, with the default amount applied being the full amount of the invoice with the possibility of overriding the amount by typing in another amount.