Settings and activity
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434 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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2 votes
An error occurred while saving the comment Emilia Bowzyk
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When setting up a new Xero organisation, in Organisation Settings we are being asked for organisation type and registration number. it should be possible, especially for Limited Companies, to pull their details which are stored on statutory register via the API by reference to registration number.
Emilia Bowzyk
shared this idea
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77 votes
Hi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
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.