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  1. Email to Credit Note

    289 votes

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    Alex Tate supported this idea  · 

  2. Credit notes- bulk allocation

    431 votes

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    submitted  ·  164 comments  ·  For small businesses » Business features  ·  Admin →
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    Alex Tate commented  · 

    I strongly agree this is probably the single most time consuming part of reconciling my accounts at the end of the month, incredibly surprised you cant do batch credit to make the process more efficient

    Alex Tate supported this idea  ·