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1 vote
Hi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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Leonie Johnson
commented
Please add to product ideas to have
* allow a greater number of allocations to both payments & credit allocations screensAn error occurred while saving the comment Leonie Johnson
commented
Please add to product ideas to have
* allow a great number of allocations to both payments & credit allocations screensLeonie Johnson
shared this idea
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1 vote
Hi Leonie, when you say allocation screen would this be when reconciling your bank account? Or another screen that you're referring to?
Leonie Johnson
shared this idea
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Some payments are so large that Xero can not allocate the amount of invoice transactions, in this case I have to use overpayment & allocate at a later time. So, when trying to allocate the overpayment &/or credits, I am unable to find the appropriate Invoices to allocate to as there are so many transactions on every date. your system doesn't allow for a search function for all transactions by either invoice or PO reference.
I hope this helps