Bills - Assign planned date when entering bill
Please add the option to assign a planned payment date when entering bills / within the individual bill, not just from the overview tabs.
Leslie Croker
shared this idea
-
Kimberly Hopton
commented
Yes, this would make much more sense - especially with a large number of bills that need to be paid.
-
TINA PACKMAN
commented
I approve bills entered by my assistant and I would like to add a planned payment date when approving so my assistant pays on the correct date.
It is time consuming and to then have to go to the awaiting payment tab to do this. Would be so much more convenient to do whilst in the bill. -
Lynne Huddleston
commented
Yes, great idea and a time saver
-
Jacob Ball
commented
Given that Kelly Munro has marked as Delivered and CLOSED the other idea with 50 votes (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45729157-bills-assign-planned-date-within-individual-bill) with a solution that ISN'T THE SOLUTION people are actually asking for, thank you Leslie for creating this topic again as I was about to do the same.
What we would LIKE is to have a Planned Date field when ENTERING or UPDATING a bill, e.g. on the bill details page, not the bills list view. (Adding a Planned Date option on the Quick View is redundant, particularly when viewing invoices sorted by Awaiting Payment, as the Planned Date datepicker is already there).
If I go to create a new Bill (or view/edit a bill), there are fields for Date and Due Date. All we're asking for is the ability to set the Planned Date whilst on this page, rather than having to save the bill, then go find the bill on the Bills list view and pick the Planned Date from there.
Kelly, I don't know why your team seems to have wilfully misinterpreted what people are asking for, or why you felt it necessary to close an idea with a non-solution, but hopefully this one gets voted up again and your team will do something about it.