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  1. Invoice - Bulk allocation of credit notes

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    submitted  ·  125 comments  ·  For small businesses » Business features  ·  Admin →
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    Oliver Pachter supported this idea  · 
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    Oliver Pachter commented  · 

    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  · 

    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?