Bills - View bills awaiting payment without a planned payment date
Ability to easily see which bills have not been scheduled for payment.
There are tabs for each date that payments have been scheduled. An "unscheduled" tab would be useful, showing bills awaiting payment without a planned payment date.
Will save users time having to sort the bills by planned date to see which ones need scheduling.
TINA PACKMAN
shared this idea
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
-
Alex Skipper
commented
Agreed this would be supper helpful I would also love it if there was the ability to also exclude invoices that are to be paid by DD on this..
-
Grace Occleshaw
commented
This is so critical for planning; it would also be great to see this as an item under the "Planned schedule" so we can see the amount that we haven't planned.
-
Lisa Height
commented
Agree this would be useful to review bills that are not scheduled.
-
Zoe Stuart
commented
Yes please Xero create this filter, essential for workflow process of large volume
-
Simon Craske
commented
Extend the new Bills, Purchase Overview, Awaiting Payment view filters to add "no planned payment date".
Currently the it supports filtering to show only those with a planned date, but not the (likely more useful), "those without a current planned payment date".
-
Edelyn Sanchez
commented
This will be very helpful for running 2k+ bills (in a month) that are to be paid at a specific date. This will help streamlining client's process in payables.
-
Felicia Bates
commented
For invoices awaiting payment that need to be held back having a hold function and a spot for a reason would be beneficial for vendor issues
-
TINA PACKMAN
commented
Hi, yes this is what I currently do, but as mentioned previously, this option will be helpful and save the need to sort.