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288 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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Dominik Rinsche
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13 votes
An error occurred while saving the comment Dominik Rinsche
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Hi all, I've just come across this discussion having discovered this issue myself in my clients file. Might I assume then XERO haven't fixed this, or has anybody come across a fix / a fix applied to their XERO file?
Dominik Rinsche
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2 votesDominik Rinsche
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16 votes
An error occurred while saving the comment Dominik Rinsche
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As somebody who processes several payrolls across different pay-calendars, across multiple entities, I would really appreciate if the ABA file could be given an indicative naming convention, please (You're already doing it for pdf & excel reports)
Dominik Rinsche
shared this idea
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I think I would like to also extend on this: I have a client who is notoriously chaotic when it comes to substantiation, so we said to him: Just send everything into Xero.
Point 1) This discussion: Convert Bill (from Email) to Credit note is a MUST (I am sorry but I prefer MYOB here which allows for negative values in a bill)
Point 2) I would actually like bills to also be convertible to Invoices: i.e. my client receives a lot of RCTIs whcih he sends to Xero for me. But then I have to download it, delete the bill, and start the invoice from scratch.
And to Xero admins: Don't even bother telling me to use Hubdoc - I hate it. Looks awful, and sometimes less is more. My client is so busy, he'd be fuming if I told him to use yet another system.
I think just a more allround flexibility would be much needed.