Invoice - Include payment dates in Invoices and Bills exports
From "business" then "bills to pay" or "invoices" and click on "export" from a search result, the payment dates are missing in both the Invoices and Bills export files. Only the invoice dates and due dates are exported. Please add payment dates to the reports. Thanks.
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Nicholas Pope
commented
+1 Paid date would be very helpful. A 'choose your own field' export dialog would be even more helpful. Especially with custom fields which cannot be handled via feature requests.
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Soe Yar Zar
commented
If we can also see the paid account under this, it will be very helpful to us.
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Will Andrews
commented
Bill export file should include the 'Paid date' column. The view currently includes the paid date information but export does not include it.
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Jay Singh
commented
This process helps - managed to figure out myself:
Reports> Payable Invoice Summary> Choose the Date Range>Date Search - Invoice Date> Select Columns to your preference> Group/Summarising (Group by Invoice Date)>Update. N.B. Planned Date is same as due date & Late Payment Date is same as Payment date. Good luck!
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Jay Singh
commented
It is currently not possible to include the payment date when invoices or bills are exported from Xero. It excludes it altogether when the report is generated.
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BT Toh
commented
'Paid Dates' in Sales Invoices or Bill are shown on Xero but disappears when exported. Please include the 'Paid Dates' when exported. Thanks.
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Jennifer Campbell
commented
We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.
If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.
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Preetha Venugopalan
commented
I need to know when the actual payment has been made. Even after selecting the paid date in the filter and export, it is not showing the paid date. Pls include the payment date
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Jun Zhang
commented
Could you please add paid date when export bills? Thanks.