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1. Bank rule - Ability to set up overpayments to a supplier

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   15 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Hi everyone, thanks for sharing your feedback on this idea about creating bank rules for supplier overpayments. 💙 We appreciate you explaining how this could help save time when regular payments are made before bills are received or when amounts don’t match.

   This idea is now open for community support through votes and comments. If you’d find this useful, please add your vote and share how you’d use this functionality, including any examples from your own workflow.

   We’ll keep an eye on the feedback and engagement this receives. Thanks again for helping us understand which improvements would make the biggest difference.

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   Tracey Browne commented  ·  11 September, 2026  ·  Edit…  ·  delete…

   This would be very helpful and save a lot of time

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2. Credit notes- bulk allocation

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   494 votes

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   201 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   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… more

   Tracey Browne supported this idea  ·  26 June, 2023
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   Tracey Browne commented  ·  15 February, 2023  ·  Edit…  ·  delete…

   It would save a lot of time and make reconciling accounts much easier

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