Settings and activity
2 results found
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437 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…
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Evelyn Thornton
commented
A shortcut button to auto fill the full value of the invoice to the credit note would be useful
An error occurred while saving the comment Evelyn Thornton
commented
An auto allocate button so you can remove & adjust would be useful.
Evelyn Thornton
supported this idea
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185 votes
An error occurred while saving the comment Evelyn Thornton
commented
Cannot believe this basic feature is not already within Xero. Please add
Evelyn Thornton
supported this idea
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I feel like I am wasting a lot of time having to copy & paste something that should at the very least have a shortcut key to autofill. RSI here I come from all the double clicking to copy & paste!