Xero bulk operations guides

Practical answers on the repetitive jobs Xero handles one document at a time, written by the team that builds BulkOps.

• Data: the most-requested repetitive-work fixes in Xero — 654 ideas read from Xero’s idea board — votes, age and what Xero has said.
• Cleaning up unallocated credits after migrating to Xero — Sizing the backlog a Sage, MYOB or QuickBooks conversion leaves behind, and clearing it in one run.
• Bulk credit note allocation in Xero — The manual process, why it takes hours, and how to do it in one job.
• Including credit notes in a Xero batch payment — Why payment runs never match supplier statements, and how to net credits off first.
• Bulk exporting attachments from Xero — Getting a year of source documents out as one ZIP — for audits and handovers.
• Applying one credit note to multiple invoices — What Xero supports natively, and where it stops.
• Removing a credit note allocation — Undoing an allocation, and what it restores.
• Bulk allocating overpayments — Why clubs and membership businesses hit this hardest.
• Bulk archive tracking options — Clearing years of finished job codes without clicking each one.
• Xero tracking category limits — The caps, what happens when you hit them, and how to get back under.