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19 votes
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Catherine Roberts
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437 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…
An error occurred while saving the comment Catherine Roberts
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I have upgraded 70% of my bookkeeping business clientbase to Xero - and this is coming up again and again. Primarily, inability to allocate credit notes at the "Bill Payment" stage makes Remittances meaningless to the supplier; and second, unability to allocate credit notes to Supplier payments or Customer receipts makes Bank Reconciliation a two-step process when there is no need for it to be!
This issue comes up again and again and again on the Xero forums, going back YEARS. Why has it not been addressed - it lets the system down so much!Catherine Roberts
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41 votes
An error occurred while saving the comment Catherine Roberts
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Even just provide a list of which fonts work on Xero! That would help - I've spent hours trying to find a match for Century Gothic which works within Xero, and most of that time was wasted. Does Xero *really* only handle Times New Roman and Arial?
Catherine Roberts
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I would strongly support this - it can't be difficult to implement and with the March 2026 changes to Gov Gateway coming up, it would allow me to take on CIC clients who are anxiously approaching me for filing solutions.