Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Purchase - Add schedule payment date from within the transaction

Payment Schedule Date - add from other screens

Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.

23 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Tanya Spence shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Danielle Sandusky commented  ·   ·  Report

    Tanya where are you able to schedule payment dates? When I go to my Bills to Pay screen, my only option is to pay immediately. When I ask Xero Support, I'm told scheduling the payment date is not an option.

  • Jules Jones commented  ·   ·  Report

    Any updates on this - Would be great to add the planned payment date once the bill is created an approved. I have that info available immediately and going in to another screen to do this is long winded.

  • Belinda Jamieson commented  ·   ·  Report

    A feature to add scheduled payment date when approving invoices would enhance efficiency

  • Grace Occleshaw commented  ·   ·  Report

    It would make our workflow and our clients workflow so much easier if we could do the following all in one step or from the same screen:

    1. Approve the bill
    2. Allocate a payment date
    3. Allocate a payment amount for that date
    4. If the amount is not the full amount, set another payment date for the remainder of the amount

  • Tanya Spence commented  ·   ·  Report

    Yes please!!!! Seems crazy to have a fantastic feature like scheduling bills but only be able to access it from one location. This makes an extra 4 clicks and a process interruption in order to schedule bills, which could all be done at the same time as scheduling.

  • Glen Daniel commented  ·   ·  Report

    It would be great to also be able to enter this in HubDoc and have it flow through to Xero