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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.

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Tanya Spence shared this idea  ·   ·  Report…  ·  Admin →
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  • Danielle Sandusky commented  ·   ·  Report

    Please Xero! I thought of adding a Bill.com subscription for just the ability to schedule payments, but the onboarding was a mess and there are wayyy too many overlapping features. I would be happy to pay extra on my Xero subscription for just this feature.

  • 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