Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
I support this 100%. Yesterday I had a complex debtor receipt to allocate which included settlement discounts (that Xero can't automate at all), 42 credit notes, 2 new credit claims and 86 invoices. I had to create a table in Excel to allocate all the credit notes, then apply them in Excel, some larger credit were split across up to 10 invoices. Overall there were 104 allocations to clear the credit notes. The whole process took around 6 hours. 40 years ago I used a Wang system that had software that would have enabled me to do that in about 20-30 minutes tops! (See attached file) Come on Xero! You are less efficient than a system 40 years old!
I support this 100%. Yesterday I had a complex debtor receipt to allocate which included settlement discounts (that Xero can't automate at all), 42 credit notes, 2 new credit claims and 86 invoices. I had to create a table in Excel to allocate all the credit notes, then apply them in Excel, some larger credit were split across up to 10 invoices. Overall there were 104 allocations to clear the credit notes. The whole process took around 6 hours. 40 years ago I used a Wang system that had software that would have enabled me to do that in about 20-30 minutes tops! (See attached file) Come on Xero! You are less efficient than a system 40 years old!