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?
Julie Truong
shared this idea
Hi everyone, right now our team are doing lots of work in the bills space to help you streamline your accounts payable. Soon, we'll be adding a quick view so you can review bills and make changes on the fly without leaving the list view. Read more on other changes coming to this space on our blog.
I'll keep you updated when this is released and you can try it out for yourself.
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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.