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Purchase orders, bills & inventory: Bills

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Bills - Show bank details in Bills to Pay screen

It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the contact bank details on the entry screen would save time, ensure you are paying the correct details and identify changes needed.

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Melissa Iland shared this idea  ·   ·  Report…  ·  Admin →
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  • Laura Yates commented  ·   ·  Report

    It would be really useful to have the contacts bank details show under the contact name when on the creating and authorising a Bill screens. This would allow users to check the bank account details are matching those listed on the bill received. Suppliers do not always notify us of a change in bank details or we may not use the supplier for a long period and the bank details have then changed without any notification. When processing a high number of bills, it is time consuming to go into each Contact record to check the bank details are still current for each bill received.

  • David Pearce commented  ·   ·  Report

    Bills to Pay. When paying bills when the contact information populates the bill template the bank account for that contact should also be displayed. This would save the annoying and time consuming business of having to look up a contact in a seperate tab when they have 'please note new bank account' on their invoice which they often leave on for nine months or more and you can't remember if you have already changed it or not.

  • Shelley Nolan commented  ·   ·  Report

    e Sad to see that this idea is over 2 years old with no feedback or outcome.

    THIS IS REALLY IMPORTANT

    Even better would be to also have it on the AWAITNG PAYMENT Screen so that when you are checking off supplier statemenst the bank details are there to be checked.

    Even better again... when you select a planned payment date you are prompted to tick off that you have checked the bank details in Xero match the statement Bank details of the supplier should be visible on all screens when entering and checking invoices.

    THIS IS CRITICAL

  • Melanie Palmer commented  ·   ·  Report

    When entering a Creditor invoice "Bills". It would be soo helpful that the existing bank account you have loaded for them comes up as a pop up box to compare pdf attachment that you are viewing. This will prompt the user to to verify if there has been a bank account change. We deal with supermarkets who constantly change hands and we can be caught out and pay the past owner, as the store name does not change but the owner and their details do. If you bought this in then scam savvy ideas/prompts could be listed as well.

  • Melanie Palmer commented  ·   ·  Report

    When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with supermarkets and they have a lot of change of owners.

  • Wendy Fitzgerald commented  ·   ·  Report

    This is a fantastic idea. With many offices going paperless, we do not always have the physical bill on hand when making payments so to confirm bank details we need to open the attachment and compare it to the batch payment. With BankWest now closing all business accounts, many businesses are changing bank details and we are having to check each one as they come through which is very time consuming.

  • Lauren Batten commented  ·   ·  Report

    Great idea, would make for an easy double check that current banking details are correct.

  • Janette Taylor commented  ·   ·  Report

    Yes please!!

    I came here looking to support a request for this feature as we are often paying new suppliers and it is time consuming to have to go to add their bank details separately to processing the bill. Even more time consuming to confirm we have the correct bank details still on file each time.

    The function to check bank details as well as add/update details from the bill screen would be life-changing!

  • Jayne Harris commented  ·   ·  Report

    Also to be able to add the bank details of a new supplier when entering their invoice for payment would be really useful

  • Ana Menendez commented  ·   ·  Report

    This would be great, but for us what would be really important is for the Export that you can create for bills that are due to be paid on a certain date, to include bank account information, instead (or as well) as the contact address, as you then have all the necessary details to set up payments from your bank account, especially since the batch payment feature does not work with currencies other than GBP