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  1. Credit notes- bulk allocation

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    submitted  ·  156 comments  ·  For small businesses » Business features  ·  Admin →
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    Dom Prosser commented  · 

    COMMUNITY PLEASE LISTEN, This simple finicality it key to saving time, my clients have thousands of sales credits that need allocating and it take hours to go in and out of each one, alongside the credit allocation screen being very BUGGIE when trying to allocate them.

    There must be a way you can pick the credit up along with the invoices at the point of matching the invoices to the payment on the bank rec screen. Cant you allow credits to be seen through the spent money tick box? this way the batch can all be picked up together to balance the payment.

    This is basic stuff.

    Dom Prosser supported this idea  · 
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    Dom Prosser commented  · 

    Bulk Allocations for credit notes in Supplier accounts. Completing this one by one on accounts with lots of transactions is tedious.