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484 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…
Caitlin Wootton
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69 votesCaitlin Wootton
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915 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Caitlin Wootton
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1,262 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Caitlin Wootton
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90 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
An error occurred while saving the comment Caitlin Wootton
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32 votes
Thanks for sharing your feedback on this idea, everyone.
We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.
Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.
You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.
To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.
Caitlin Wootton
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Would be an incredibly useful tool to assist Xero users who receipt payments for customers with large invoice payment quantities.
For example our company has a particular customer that has 8 branches that they pay in bulk monthly and this will have upwards of 500 invoices paid at a time. Creating batch deposits without the restriction of 50 per deposit would be extremely helpful!
Using the Find & Match function for this is not a viable option for this kind of reconciliation as the selecting button starts to lag over the 150 invoices mark creating the opportunity for selection errors.
Please consider this as a great upgrade to the programme Xero!