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Invoices/Bills - Separate field for posting date and invoice date

Ability to have separate fields for posting date and invoice date.

Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.

While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.

We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.

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  • Caroline Simpson commented  ·   ·  Report

    It would be extremely helpful if you are waiting for managers to approve invoices and need to close the month. You can the go into the invoice and select a different posting date, allowing you to close the month, produce BAS and continue on.

  • Mick Brennan commented  ·   ·  Report

    We are experiencing the same issue as other users, the period cannot be closed in a timely manner without substantial use of accruals. This feature would eliminate that work.

  • Arianne Kellman commented  ·   ·  Report

    This is essential at month end. Currently we have to keep AP open for way longer than necessary so we can book any one off invoices that are not recurring before we go onto accruals. If we had a posting date and accouting date would be able to identify the actual date of the invoice rather than using a fake date not relevant to the bill and use the accounting date to recognise what period it is in

  • Marika Muizniece commented  ·   ·  Report

    Crucial to have - we currently struggle to lock monthly TBs to keep them as per management accounts reported. E.g. if invoice is received after period has been reported, to post it into following period you have to change the invoice date to fake date that 1) creates mismatch between invoice and Xero record 2) delays VAT recovery when it's applicable. There are other reasons this is critical to have - I'd suggest either separate fields for posting and invoice / document dates or ability to assign it to one of 12 periods (and thus setup number of periods in Xero in the first place)

  • Ram Sangar commented  ·   ·  Report

    This will be of great value addition and help build a realistic report for MIS.

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