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1. Credit notes- bulk allocation

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   172 comments  ·  For small businesses » Business features  ·  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

   Oliver Pachter supported this idea  ·  08 May, 2023
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   Oliver Pachter commented  ·  08 May, 2023  ·  Edit…  ·  delete…

   Look at the way MYOB does it. When you select multi bills and credit notes to batch payment, it should ask the question do you want to bulk allocate the credit notes to the bills starting from the oldest bill to the newest or not? If you click proceed it automatically allocates those credit notes to the oldest bill to the newest until the credit note value is exhausted.

   I do not think this is such an onerous software development to add, but would save many business administrators a lot of time

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   Oliver Pachter commented  ·  24 March, 2023  ·  Edit…  ·  delete…

   PLease can we find a way to multi select many credit notes and apply it one invoice. We are in the food insustry and we deal with about 100 credit notes per month with short deliveries , no stock etc. You can miagine having to click through each credit note every month is a nightmare and waste of time. MYOB allows you to all your credit notes pending to the order of oldest invoice to newest. Why cant this feature be added to Xero?

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