Bills - Draft Bills overview, add GST and Account columns
Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?
Thanks for the image, Julie.
Not possible atm - Appreciate this detail might be useful, however considering a single invoice can have a different tax rate and account per line it would be quite hard to represent this in the screen.
Perhaps the Payable Invoice Detail report could be useful instead?
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Tina Torres commented
Have different columns for the Draft Bills to include Account and VAT - this would enable the approver to correct these fields and approve on the main page instead of having to open each bill to approve.
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John Rankin commented
Time is money so yes important
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John Rankin commented
I have set the purchase account codes in the supplier contact card.
When I upload a bill via email and then go to approve, I first have to click into account code box to get the account code to load.
When on the draft Bills screen and I select multiple bills to approve, the system wont load the supplier account codes. This means I have to go into each Bill and click into the Account code box to make them appear so I can approve.
It would be helpful if this was automatically generated (from the supplier card) so that I dont waste so much time opening each Bill to approve.
I would like this, if its possible, to be a switch on or switch off function. -
Julie Truong commented
This lessens the time to click each individual transaction to check, and we can approve in bulk if we have all details shown on this page.