Please add Sales Order and Posting Date so we can differentiate the transaction
We really appreciate Xero’s simplicity and intuitive design for managing our business finances. However, there are two features that would significantly improve accuracy and efficiency for many businesses:
Sales Order Functionality – Having a dedicated Sales Order module before invoicing would help track confirmed customer orders, manage partial deliveries, and monitor backorders without impacting revenue recognition until the invoice stage.
Separate Posting Date Field – Currently, the Invoice Date is also treated as the posting date in reports. Having a dedicated Posting Date field would allow businesses to comply with accounting policies where document date and posting date differ (for example, when recognizing revenue in a different reporting period from the invoice date). This is standard in many ERP systems and would enhance accuracy in financial reporting.
These additions would not only improve compliance with accounting standards but also help companies better manage their sales and posting timelines without manual workarounds.
Meiliana Foe
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