Settings and activity
4 results found
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440 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…
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Alison Habebi
supported this idea
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83 votes
An error occurred while saving the comment Alison Habebi
commented
Totally agree, it's such a simple function to add and without it, the cashflow has limited use.
Alison Habebi
supported this idea
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39 votes
An error occurred while saving the comment Alison Habebi
commented
Need to be able to share P&L customised layout into Budget report, or add budgets into P&L filters- or both
Alison Habebi
supported this idea
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23 votes
Hi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
Alison Habebi
supported this idea
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Working for large firm of accountants I've been asking for this functionality very loudly for the past 6+ years and cannot believe we are still waiting for it. I
t is my biggest gripe about what is overall my go to choice to advise clients to use. But the lack of being able to allocate credit notes along with payments from the bank rec is so frustrating