Settings and activity
11 results found
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54 votes
Thanks for your feedback and for sharing your thoughts on this idea. We understand having to untick the "Show (currency) items only" adds extra clicks and slows you down. Our current default setting is designed to help prevent common reconciliation mistakes. Most users primarily reconcile transactions in their local currency, so defaulting to that view helps keep the screen less cluttered and reduces the risk of accidental mismatches with foreign currency transactions, which can be complex. For now, the process is to untick the "Show [currency] items only" box whenever you need to reconcile a foreign currency transaction. We know this isn't a perfect solution for everyone, but we wanted to provide some context on why the current design is in place. We'll continue to listen to your feedback and will let you know if anything changes. Thanks for being part of the Xero community!
Emre Hussein
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42 votesEmre Hussein
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68 votesEmre Hussein
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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…
Emre Hussein
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An error occurred while saving the comment Emre Hussein
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Allocating each credit note individually is time consuming and an unnecessary process.
Introduce a better way where credit notes could either be batch allocated without having to go onto each individual one, or allocate multiple at once on the allocation screen.
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3 votesEmre Hussein
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52 votesEmre Hussein
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6 votesEmre Hussein
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5 votesEmre Hussein
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10 votesEmre Hussein
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772 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Emre Hussein
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11 votes
An error occurred while saving the comment Emre Hussein
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Will be useful
Emre Hussein
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Give us the option to not autotick select gbp items only when reconciling a foreign currency bill.
It gets annoying having to untick it every single time for each item and it should be simple to implement