Toolz by Us
Tools that save you time.
Bulk allocations
🔹 Xero Credit Allocation Made Simple
Xero does not currently offer a standard feature to bulk allocate credit notes to invoices—making the process manual, time-consuming, and prone to error.
Our custom-built Allocations Tool for Xero solves this by automatically allocating credit notes to outstanding invoices based on the oldest-to-oldest logic. It’s fast, accurate, and saves hours of tedious work.
🔧 How It Works
Request a Quote
Fill out the form on the right to receive your quote and estimated turnaround time.Grant Access
Once you accept the quote, addtoolz@thebeancounter.co.zaas a user to your Xero organisation.Schedule the Allocation
Confirm a date for the allocation process. The time required will depend on the volume of unallocated credit notes and invoices.We Handle the Rest
Our tool runs the allocation—automatically matching credit notes to invoices using oldest-to-oldest logic.Get Confirmation
You’ll receive a confirmation email once the process is complete. You can then remove the user access.