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.

-
Bex Clark commented
Yes please, needed for cash planning and cash flow especially with DD groups
-
Julie Richardson commented
"Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen"
Totally agree, I have to split my payment run into several batches due to this....
-
Csilla Farkasfalvi commented
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. -
Paula Banner commented
Yes it would be very helpful for cash planning and cash flow
-
Andy Evans commented
I just noticed that this product idea was raised over 2 years ago and has only gathered 64 votes as of now, which is really surprising. I would have though all business would need a way to filter bills for payment planning.
As mentioned by others, being able to filter out suppliers that are on Direct Debit for example is really important; We've had suppliers accidentally paid twice because of this. Also, being able to group and filter suppliers that we want to pay by Credit Card, Amex and a whole bunch of other available payment methods would be a massive time saver and reduce the risk of them being paid by the wrong method (which can often result in higher costs or missing out on discounts etc).
This is another example of where it feels like Xero's developers don't really understand or listen to how real businesses operate and the tools and features that they really need, focusing instead on glossy changes to the user interface that don't really add value to the end user.
-
Sarah Tulip commented
We can't get away from managing clients cash in spreadsheets until we can filter out things like direct debits or payments made by card links. These still need to be scheduled but there are always clashes. The payments reports are so much better now but the larger companies have exceptions
The groupings is a fabulous idea, but no use at all for us unless it can be one of the filters in bills payable -
Helen Reid commented
Yes please, needed for cash planning and cash slow especially with DD groups
-
Sally Bedder commented
more filter options would be helpful
-
Andy Evans commented
The ability to filter Bills for payment by contact group would be really helpful / time saving. In our case, we have a contact group set up for suppliers that will accept payment by Credit Card. It would be so helpful if we could filter by this group when doing our payment runs so we have a list on screen of just those bills we are going to pay by card.
-
Erica Smart commented
Please enable filter for Bills for payment by contact group ...
-
George Dima commented
I just tried in the Demo Company and works to filter Bill payments based on Contact Group. See attached. Huge time saver this is
-
Shaun Fenech commented
This would make life so much easier and make Xero beautiful again. When can we expcet this Xero.
-
william werner commented
Also ability to filter or exclude certain contacts. We have certain vendors that have multiple invoices a week and it would be helpful to specifically exclude some of them in the bills to pay view but still be able to see all the other outstanding bills. This way, things like amazon or other high freq vendors are not cluttering the view of who needs to be paid.
-
Shaun Fenech commented
This will save heaps of time.
This should be combined with the Idea below along with the votes
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45344131-bills-payment-method-shown-on-bills-dd-bacs -
Yubi Sah commented
Is this something we can expect soon admin? This will save a lot of time and enhance workflow.
-
James Clay commented
It's rather silly that you can create contact groups and/or smart lists, but then not use them when viewing invoices or bills. What's the point?
Surely adding groups and smart lists to the filter option on both the Invoices and Bills screens isn't that hard to achieve? -
Emily McCahon commented
Please bring this in - it would make it much easier to have the ability to filter or at least have the column displayed to identify at a glance which bills are paid via credit card, BPAY etc.
-
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.
-
Izzat Basri commented
Please add this feature quickly. Many thanks!!
-
Lynne Remnant commented
Would be very helpful