Bills - Assign planned date within individual bill
Usually, the options when you make a new bill would be "create new, copy, edit, etc" and date issued, date due, but no date planned to pay. SoI hope that one day there would be an additional option of "schedule for payment at date" because sometimes there are so many bills lying around and going to the "ALL" tab in Bills to pay, to find which are the bills that haven't had a schedule yet to schedule it is kind of inconvenient. So if I may, I would like a small additional option to be able to assign a planned pay date to individual bills at the instance I create the bill.
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
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Debbie Stancliffe White commented
I would like the option to add Planned Date when entering the invoice. Not easy to remember to enter this once the invoice is entered and approved.
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Jo Russell commented
Another reason that it would be handy to have the Planned to Pay date within the Edit Bill screen is that this is when you're most 'in tune' with what's required for that particular bill. Seeing a blank Planned Date in the Awaiting Payment tab does help to work out what is yet to have a Planned to Pay date assigned but, when you're adding multiple bills at once, it can be hard to remember which you need to get paid this week versus next week.
Also, there can be some time elapse between Submitting a Bill for Approval and the Approval itself, so you need to remember some time later which date you planned to pay. -
Jacob Ball commented
It would be great to be able to set the Planned Date when creating or editing a bill, rather than having to create/edit and then set the Planned Date via a date picker on the Bills Overview page.
I already have to set the Date and the Due Date when creating/editing a bill, surely there could be an extra dropdown there for Planned Date so that I can do it all in one step?
It's frustrating to have to go back to the Bills overview page after editing a new bill just to set the Planned Date. The Due Date can change depending on the supplier's terms, so I need to generate the Due Date first before knowing when to set the Planned Date.
In addition, the Planned Date picker can be quite touchy sometimes and takes you to the Bill page when you click on it instead of popping up the date picker. Then, if you're taken to the Bill page, there's no option to set a Planned Date, so you have to go back to the Overview page!