Settings and activity
3 results found
-
5 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Danielle Commandeur
supported this idea
·
-
30 votes
An error occurred while saving the comment Danielle Commandeur
commented
Why doesn't the PDF of the credit note show the credits applied just like it does in the screen shot? The PDF like it currently shows doesn't give the details needed. When submitting batch payments, it would be nice to show where the credits were applied to the vendor. Yes, there are ways I can work around this, but it just adds unnecessary extra steps, when it could easily be accomplished by the PDF printing whats is showing on the screen.
Danielle Commandeur
supported this idea
·
-
1,039 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Danielle Commandeur
supported this idea
·
This is due to FYE, if a credit note is applied in the previous FYE it affects all the year end numbers and therefore, the credit needs to be able to be applied on the date the credit is taken so that the year end reports do not change. Right now, I need to open my FYE to allow changes but that's going to mess up my numbers with my accountant and make future reporting incorrect.