Settings and activity
2 results found
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284 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
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43 votes
Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with…
Amanda Noble
supported this idea
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Would really like this to be a feature as you need to download the invoice to load it as all our invoices are automatically emailed to bills. Would save a lot of time.