Settings and activity
2 results found
-
868 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment -
449 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 
Alison Kiddier
commented
This is absolutely critical and I dont understand why Xero do not have this function. Our credit notes are not specifically for certain invoices and we have a large amount everymonth, its really time consuming have to take each individual credit note and date it and mark it paid, the only remittance you can use is to export the invoices ready for payment before making the payment so that it includes the credits to exel and forward directly to the supplier - not ideal I asked for this back in 2020, any chance we can get this going please
Alison Kiddier
supported this idea
·
I have been waiting for this to happen since starting with Xero in 2020. All other accounting systems have this enabled. For our company not being able to include Credit notes in a payment run and having to take each one separately can add valuable time to what should be a quick and easy execution of allocating and making payments. This is in my opinion a critical service.