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4 results found
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104 votes
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Steve Barwick
supported this idea
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295 votes
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.
An error occurred while saving the comment Steve Barwick
commented
I believe that being able to do credit notes via the bill system is a critical item that needs to be addressed as soon as possible. Having to move it onto your computer and then having to redo as credit note wastes so much time. As mentioned below this needs to be streamlined to make things a lot more efficient.
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4 votesSteve Barwick
shared this idea
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2 votesSteve Barwick
shared this idea
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This is a matter of urgency. If you forget to change the address on the front cover of the tax returns then you end up getting all the mail for the clients. This should automatically default to the client address and phone number. This way the ATO will not hound the tax agents with incessant phone calls and mail which should be directed to the client as this is the only way the clients will take any notice.