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8 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
Kathryn Dredge
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17 votesKathryn Dredge
supported this idea
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5 votes
Hey Jason, really appreciate you putting this idea forward. Getting a customer sign-off on project time entries just makes sense, it’s one of those things that can save a lot of hassle down the line.
Having a built-in digital sign-off could bring extra clarity and confidence for both you and your customers, creating a clear record of approval before invoicing. It’s a simple step that could save time and build trust in your projects.
At the moment, Xero Projects doesn’t offer a built-in way to collect customer signatures, but it’s clear this could be a helpful addition for many of you.
This idea is now in the Gaining Support stage. If this would make your day-to-day easier, feel free to vote or drop a comment. It helps our product team see what matters most to you.
Kathryn Dredge
supported this idea
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5 votes
Thank you for submitting your idea and clearly outlining the most impactful changes for your workflow.
Your suggestion has been reviewed and is now open to the community for support. Please encourage any colleagues who would benefit from this to vote on your idea. They can also comment to provide further details on how this change would enhance their Xero experience.
Kathryn Dredge
supported this idea
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5 votes
Thanks for sharing your idea and letting us know what changes matter most to you.
We’ve reviewed it, and now it’s over to the Xero community to show their support. Be sure to share your idea with any colleagues who might benefit, so they can add their vote too.
Community members can also leave comments to explain how this idea could improve their experience with Xero.
Quick tip in the meantime: You can use the Timesheet Summary Report to quickly identify which employees haven't submitted hours for a specific period, which might help with your chasing process!
Kathryn Dredge
supported this idea
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29 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Kathryn Dredge
supported this idea
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70 votes
Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kathryn Dredge
supported this idea
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1 vote
Thank you for submitting your feedback and highlighting the improvements you’d like to see.
Your suggestion has been reviewed and is now live for community voting. We encourage you to share this with your colleagues so they can lend their support.
Additionally, other users can now contribute comments to explain how this change would benefit their own Xero workflow
Kathryn Dredge
shared this idea
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To be able to copy an invoice to a credit note without applying it would be beneficial in both the sales and purchase functions.
Sometimes I want to create the credit to correct pricing, or partially credit some lines or to create a refund but I don't want to have to take time to re-create all the line manually from the original invoice. I also might want to show the credit separately to the invoice on the statement.
Whether to apply a credit or not should be a choice, not forced upon us.
Equally, to be able to select credit notes when making batch payments - so we can select an invoice and credit from the same supplier to just pay the balance would be advantageous. In many circumstances, we might receive a credit for something we have already paid, but to be able to claim it back form the supplier, I have to allocate it to an invoice that it was not related to.