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5 votes
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George Kallinicos
supported this idea
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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…
An error occurred while saving the comment George Kallinicos
commented
This would be extremely helpful. Often thrid party apps can create credit notes for things like gift cards etc with online stores. The Xero user can often need to bulk allocate these to a suspense account as a cash refund to reconcile but is extremely difficult when it has to be done 1 by 1.
It makes sense to have a bulk cash refund processing function for credit notes. Similarly to the bulk deposits function that exists for invoices.
George Kallinicos
supported this idea
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Would be great to be able to import client contact setup data via xpm. Currently there is time and efficiency waste in having to first collect the contact data and then manually feed it into XPM to create the contact. If there was the ability to import the data (via a form or template) we could bring it straight in from the data collection process rather than double handling.