Settings and activity
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478 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…
Kristin van Eeden
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22 votes
Thanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.
An error occurred while saving the comment Kristin van Eeden
supported this idea
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471 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Kristin van Eeden
supported this idea
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Instead of inserting the credit amount manually, to have a tick box that you can just tick the invoice that the credit has to be applied to. Similar to Sage One where you can just drag the credit to the invoice instead of entering it manually to each invoices. A tick box would be so ideal to just tick it.