Enter your idea

be able to "Tag" payment method types on contacts to easily identify bills that will be paid by SO or DD or a "to pay" tag to make it clearer which bills need to be actioned on the aged payables reports.

This would save heaps of time.
Also, Xero Staff, this should be merged with this https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46322308-bills-to-pay-ability-to-filter-by-contact-group
and the votes combined

This would be great! To be able to differentiate contacts that are paid by Batch payment (direct deposit), Bpay, or Direct Debit.

I cant believe this doesn't exist!

No matter how important we (their customers) think this is, Xero won't do anything about it. They are far more concerned in making 'improvements' to things that don't need changing (e.g. invoice layout) than actually listening to suggestions from us. Not one of my requests have been dealt with, yet they continue to mess around with things that work perfectly well.

Hi Xero, is there an answer to this problem yet?

Now that the supplier payments are integrated into Xero, this feature is critical as not to pick the DD invoices by accident. also convenient when they dont appear within awaiting payments section or have a filter option to exclude DD and Standing Orders

We have been asking for this for years now. It is unbelievable that Xero prioritise unimportant stuff when this remains a bugbear. Please pull your fingers out! It cannot be that difficult but would save users so much time and hassle.

You can use Groups for this - I have groups for 15th, 20th, 25th, and Direct Debits. Assign the contact to the right group, and when you run your AP summary group by Contact Group and it separates them all.

I suffix the supplier name with -BACS or -DD to help manage this, but it would be so much better to get this functionality built in.

100% behind this. I am using a spreadsheet to track this. I woudl like to see Xero add a field in the financial details section, so it exports with Aged payables or invoices payable reports. It would also be nice to see it on 'Awaiting payment' beside due date'.

Agreed, we need this feature asap because different payments methods are handled by different people within our org (cheques versus wires, for e.g.), so to have a place to immediately see how we need to pay the bill (and therefore who is responsible for paying it) is pretty critical. It's surprising Xero doesn't even have a place to record this on the contact page.

This should be a basic feature. Can you please add this in.

Cannot believe this basic feature is not already within Xero. Please add

Bills to pay should feature the ability to mark bills that will be paid by Direct Debit / Standing Order but still be shown in the Bills To Pay section until the pay date is reached. Although you can mark as paid with a future date already, this bill drops off the 'Awaiting Payment' list and if the DD / SO date is slightly wrong it means sometimes you end up removing and redoing the payment.

It can be difficult if someone is unaware of the fact that the bill will automatically be paid on a future date.

This would be very useful, so time consuming and risk for error is high and likely to pay a bill twice...

Would also like to be able to filter by payment method when using the batch payment, for the same reasons. Don't want to accidentally pay a bill which will later also be paid by direct debit

Currently a time consuming task to ensure no DD or CC paid bills are included in batch payments. Especially when the task is taken over by someone who doesn't do it regularly due to leave fill in etc. Very easy to miss and overpay and Xero should have a simple option to include payment method for all bills (e.g. batch, DD, CC)

Currently a time consuming task to ensure no DD or CC paid bills are included in batch payments. Especially when the task is taken over by someone who doesn't do it regularly due to leave fill in etc. Very easy to miss and overpay and Xero should have a simple option to include payment method for all bills (e.g. batch, DD, CC).

We have suppliers where some parts are DD and some we need to make payment for so at the Bill level would be great (in addition to at the contact level too)