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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Gurpreet Singh
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8 votesGurpreet Singh
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72 votes
An error occurred while saving the comment Gurpreet Singh
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This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution
Gurpreet Singh
supported this idea
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485 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 Gurpreet Singh
commented
This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution
Gurpreet Singh
supported this idea
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I am aware that Xero resolves the users issues based on the number of votes they got for a particular request and their needs, recently i saw a article that says xero made some updates about allowing bulk voiding of bills/credits (got votes 107 only) , this case was sitting here since May 18, 2023 with 619 votes - don't you think it is essential and needed to be resolved by now ? as of yet no one from Xero even started working on this, very disappointing
Please do look into this request as we are having a really hard time to apply each single credit notes against the bill and then make the payments , if we have 150 credits every week to process it takes forever to apply it against a random Invoice first and then make the payment.