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Invoices/Bills - Separate field for posting date and invoice date

Ability to have separate fields for posting date and invoice date.

Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

As always, if there's any change we will let you know via this idea.

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  • Holly Evans commented  ·   ·  Report

    Absolutely critical, feels like a basic function of a finance system.

  • Magda Zwiernik commented  ·   ·  Report

    I think it is crucial to have invoice date as it is on document.
    At the moment we have to manipulate invoice date when the invoice comes late. We do not allow changing result for already closed and reported periods.

  • Matthew Steere commented  ·   ·  Report

    We too are still waiting for this to be implemented as it's a critical addition

  • Anschen Viljoen commented  ·   ·  Report

    Vitally important to have this implemented! We need to be able to draft and send invoices prior to the invoice date. Our invoices are payable in advance and this will give the debtor some time to make payment. Administration of a large batch of invoices will be improved.

  • Helen Howie commented  ·   ·  Report

    Is this idea being considered? It was submitted back in April and seems to have a lot of support. What is required for it to be implemented?

  • Adriana Salazar commented  ·   ·  Report

    Hello, This is absolutely important. We close previous periods, distribute reports to management, shareholders and bank then when a new invoice comes we either have to re-open or post it in the open period with the wrong (current) date.
    This functionality is common in many other accounting systems.

    Thanks in advance
    Adriana

  • Sarah Orton commented  ·   ·  Report

    We are also in need of this function ASAP - we are running reports weekly by invoice date but have no way of knowing which invoices may have been added after the report was run.
    Critical need for us,

  • Pav Subramaniam commented  ·   ·  Report

    The option to add an additional date reference when inputting a bill to the system.

  • Helen Howie commented  ·   ·  Report

    This is absolutely critical - please add as soon as possible. It is not viable for reporting companies to go back and change prior period numbers. It is also disallowable to change the date of an invoice in order to prevent changing prior period numbers

  • Sarah Loh commented  ·   ·  Report

    this is a critical feature for companies that does proper month-end close reporting.

  • Caroline Simpson commented  ·   ·  Report

    It would be extremely helpful if you are waiting for managers to approve invoices and need to close the month. You can the go into the invoice and select a different posting date, allowing you to close the month, produce BAS and continue on.

  • Mick Brennan commented  ·   ·  Report

    We are experiencing the same issue as other users, the period cannot be closed in a timely manner without substantial use of accruals. This feature would eliminate that work.

  • Arianne Kellman commented  ·   ·  Report

    This is essential at month end. Currently we have to keep AP open for way longer than necessary so we can book any one off invoices that are not recurring before we go onto accruals. If we had a posting date and accouting date would be able to identify the actual date of the invoice rather than using a fake date not relevant to the bill and use the accounting date to recognise what period it is in

  • Marika Muizniece commented  ·   ·  Report

    Crucial to have - we currently struggle to lock monthly TBs to keep them as per management accounts reported. E.g. if invoice is received after period has been reported, to post it into following period you have to change the invoice date to fake date that 1) creates mismatch between invoice and Xero record 2) delays VAT recovery when it's applicable. There are other reasons this is critical to have - I'd suggest either separate fields for posting and invoice / document dates or ability to assign it to one of 12 periods (and thus setup number of periods in Xero in the first place)

  • Ram Sangar commented  ·   ·  Report

    This will be of great value addition and help build a realistic report for MIS.

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