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40 votes
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Joshua Colbeck-Payne
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434 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…
Joshua Colbeck-Payne
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36 votesJoshua Colbeck-Payne
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45 votesJoshua Colbeck-Payne
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2 votesJoshua Colbeck-Payne
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42 votes
Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.
Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.Joshua Colbeck-Payne
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if a client runs their tax year up to 5th April, and not 31st March. You should be able to select the 5th April but you can only do the last date of March which is incorrect.