Bills to Pay - Ability to filter by Contact Group
Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen - a filter to exclude some clients based on the client type would be helpful
e.g. creating a client type for direct debit payments would help reduce the number of invoices.
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Craig Loxley commented
This one should be a no-brainer. Would be mighty useful to filter bills awaiting payment by Employee, Contractor, Direct Debit, Bpay/Credit Card, etc.
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Izzat Basri commented
Please add this feature quickly. Many thanks!!
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Lynne Remnant commented
Would be very helpful
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Hannah Dobbie commented
Filter by Contact Group would be amazing. I've setup groups for payments paid by Bacs and those paid by DD, Then I went to do a payment batch and I expected to be able to setup a batch payment using the filter. Please bring this in!
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John Anibaldi commented
Please add contact 'group' to the columns drop down list in Bills "awaiting payment" list.
That way I can customize my payment batch by group, including my newly created ON-HOLD contact group.
Refer attached mock up image.
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John Anibaldi commented
Please add contact 'group' to the columns drop down list in Bills "awaiting payment" list.
That way I can customize my payment batch by group, including my newly created ON-HOLD contact group.
Refer attached mock up image.
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Alana Wakefield commented
Agreed! This feature would be really helpful.
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Todd Ramsay commented
Agree - contact groups arent useful unless they can be used to filter payments/invoices etc.
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James Hammond commented
This would be very useful for me. The ability to filter out bills paid by direct debit would also avoid us paying them manually.
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Candice Peckham commented
Will save a l lot of time by if we can filter direct debits out of the list of 200 items on the paymentt screen - wont have to do two batch payments each time
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Paul De Grave commented
Filtering bills by contact group would be great. Currently have suppliers we pay by check, some we pay by ACH, and others initiate EFT to draw from our bank. We currently work around Xero's limitation by starting contact with a "." for those we initiate ACH payment, and contacts that initiate payments start with a "_". Contacts we pay by check have no added character to start. This way we have bills sorted by payment type/"contact group". This is not ideal as we have to select each bill to pay.
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ReVision Accounts commented
Bills to payabiliy to filter by Contacts groups so that you can do payment batches for specific groups of Contacts at a time.
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Alex Konstandinidis commented
Can you set your dashboard to show bills to pay by contact group.
At the moment it shows total outstanding bills. It would be great to be able to see it by Contact Group.
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Tim Stone commented
Not much point to having contact groups if they can't be used to filter invoices/bills etc.
Enabling this would allow clients or suppliers of a specific payment type to be filtered and displayed for batch payments etc.
This should be a priority upgrade.