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  1. Credit notes - Tick box to allocate full amount

    22 votes

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this feedback 🙂 I can completely see why this would make for better processing we are now moving this to Gaining Support so the product team can capture the impact and visibility of the experience. You can invite friends and colleagues to vote and comment on this so our Product team can see how this improvement would positively impact our customers.

    Mei Ouyang supported this idea  · 
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    Mei Ouyang commented  · 

    The “Allocate Credit Balance” screen when applying supplier credit notes to bills is confusing and misleading.

    The “Amount to Credit” input fields appear inactive because there is no cursor change, highlight, or visual focus indicator when hovering or clicking into the fields. This makes users believe the fields are disabled.

    Additionally, the checkbox on the left suggests it must be selected before entering an amount, but it does not actually control allocation behaviour. This creates confusion during supplier reconciliation workflows.

    This resulted in unnecessary troubleshooting time and could easily be improved with clearer input focus styling or better checkbox behaviour.

    Improving this screen would significantly enhance usability during supplier credit note allocation.