Bills - Filter bills by tracking category
The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category to enable businesses with multiple locations/businesses within the one Xero account to manage, approve and pay bills based on the location/business the bill is applicable to.
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Aleksandr Kandinskii commented
Great idea
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Inge McCarthy commented
We are currently holding back invoices in mailbox folders so that we can batch the sending to Xero by cost center. This process has removed the ability to do cashflow forecasting. Being able to manage Bills to pay by cost center and due date would be amazing.
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Tali-ki-vaha Latu'ila commented
Its critical for our company as we have more than 20 cost centers
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Patrick Bartholomew commented
We have clients who this feature would be very useful for, in speeding up the payment run process. Hopefully it would be possible for this feature to be added in the near future?
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Laura Rous commented
This is a really important feature that would enable our heads of department to quickly find the relevant department bills and action appropriately. It would save the management team a considerable time each month which could instead be used on building the business.
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Jodie Hogan commented
We want our site managers to be able to see which bills they are responsible for approving and the only way they can do that is to be able to sort by tracking category. And the option of printing aged payable reports is not an option as we don't allow for them to access reports and even if they did, the process of then sighting the attached invoice is not as quick.
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VeeV Office commented
Very much needed. This would save a huge amount of time.
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Maggie Kavanagh commented
Bills list - needs more useful fields so that we can find all bills for a specific project/tracking category for example. Allow the user to select the fields they want to see on the Bills list, rather than having fixed columns.
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Gail Wilson commented
Very important as we catagorize our customers by each job/region we are doing the work in.
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Louise Williamson commented
Gosh I need this. Our bills are approved on a site by site basis and this screen would be absolutely perfect if you could filter by tracking category and then send each of the site managers a link.
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Melanie Ryan commented
Just adding in a column into the Bill page would suffice
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Melanie Ryan commented
Critical to us as each department has it's own bank account so I need to filter by department when creating batch payments
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Luke McLean commented
I agree with all comments. If we could filter by Tracking Category this would really speed up our processing.
In the new bills view it would be good to have a column for the tracking category as well as account. -
Timea Hoskins commented
As Craig and Yasmin have said the ability to filter by tracking categories is essential to speeding up so may processes but in particular with regards to bank reconciliations. We have a client who has 3 entities in her Xero programme, all using the same suppliers with the same billing amounts for each entity in a lot of cases - this enhancement would be a life saver - no exaggeration! ;)
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Craig Ingemi commented
With thousands of Bills to Pay listed, having this filter by tracking code would save us time and efficiencies with multi-sites under one instance of Xero.
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Accounts RPS commented
on Business >Bills > Awaiting Approval
an option to add a column to see the tracking number that we use for our bills. This will help to filter bills by tracking category. Would be very useful for businesses that have multiple projects