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6 results found

  1. Create a Credit Allocation Summary PDF from the Selected Credit Screen

    1 vote

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    0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Kellie Warren shared this idea  · 

  2. Bills - Turn a draft bill into a credit note

    45 votes

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    4 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.

    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!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Kellie Warren supported this idea  · 

  3. Batch payments - Ability to include credit notes

    902 votes

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    163 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.

    As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.

    Kellie Warren supported this idea  · 

  4. Remittance Advice - Show all credit notes and invoices

    212 votes

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    submitted  ·  88 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Kellie Warren supported this idea  · 

  5. Credit Notes - Show the invoices/bills the credit is allocated to

    4 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Kellie Warren supported this idea  · 

  6. Bills - Remove the 'Skip' or 'Allocate Credit' prompts

    4 votes

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    1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Kellie Warren supported this idea  ·