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You need a way to build a payment run by project/job/ tracking category

And surprisingly, Xero itself still doesn't handle this well.

Xero can assign supplier bills and individual bill lines to a Project, but when you go into Bills → Awaiting Payment, Xero doesn't currently give you a useful filter by Project/tracking category to create the batch payment. In fact, this exact feature is still sitting in Xero's product-request system, with users asking to filter bills by project/tracking category specifically so they can create separate batch payments.

So your frustration is legitimate: the project information is already sitting in Xero, but Xero isn't making it available where you actually need it — at payment-run time.

I noticed this week that in the BIlls view there is now a new Action column with a "Make payment" button.
How come you cannot ad a column to view bills with Tracking categories yet?

Is it that hard to do?

Julian, We have projects and it is still very much an issue. We only have 1 deposit and even that isn't great as it is a separate invoice and then applies it to the project invoice as a negative line item rather than as a payment. It makes the total project appear less, becuase the deposit is an invoice. We still need more deposit options than 1 for progress payments on large projects.

There needs to be an option to filter Bills – Awaiting Payment by project or tracking category.

Xero already allows the Aged Payables Detail report to be grouped by project. We should therefore be able to apply the same grouping when selecting bills and creating separate batch payments and ABA files.

The current process requires us to manually cross-reference a separate report and locate each bill individually. This is unnecessarily time-consuming and significantly increases the risk of selecting bills from the wrong project.

This functionality is essential for businesses managing multiple high-turnover projects. Please escalate this request to the appropriate product team as a priority

Any update on when this feature will become available Xero team? It will make paying bills so much easier if we can see the tracking category in the Purchases/Bills page.

Any users out there who agree with this, please let Xero know how important it is! Let's bump up this request by commenting/ requesting Xero to take action asap!
Thanks

This is very important! I suspect Xero aren't doing it because it may mean some people don't pay for projects, but this is a VERY useful field and needs attention, please, Xero.

This filter option would be really helpful for us as each department having to search through all the bills to find theirs to approve is really time consuming.

This idea is exactly the same as we need. The ability to filter bills to pay by tracking category and select invoices for batch payments by tracking category will make Xero more user friendly and it's not hard to realize this function!

Can we please have a filter added to "Inventory Item Summary" reports where we can filter "tracking categories"
We use Tracking categories to track customer type (wholesale. Retail, Corporate and more) to categorise the sale types so we can analyse the product types, quantities and value of orders, allowing us to have a clear understanding of how our business runs. It saves having multiple account types for every type of sku.

We have multiple sites but we can't filter unpaid bills or bank transactions by tracking categories, which we means we have to sift through hundreds of bills to reconcile/make batch payments.

We us divisions on all bills which determines which bank account they are paid from, it would be so useful to be able to filter by division in the purchases - awaiting payment screen, and also be able to add the column "division" when scheduling.

Allow us to filter through bills based on ticking/unticking certain contacts/suppliers. Why not add it if you can already use a search bar, this would make things much easier. As well as also filtering by tracking categories.

In the Bills screen under column options can you please add Jobs/Tracking so that I don't have to open a bill to see what job it is for?

It would be really helpful for users to add a column to see each bill with their tracking category.
As it stands , each time i am looking which bill i want to pay for diff suppliers, I have to check each invoice for their category.
I have worked around this by entering a tracking code next to the invoice number so i can view this easily. It has resulted that sometimes an invoice has been entered twice as the category code was entered with a space or - after invoice number... so the system doesn't pick up duplicated invoices.

This would be really helpful. Thanks

How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?

Addition of an additional filter when creating a multiple invoice batch.
At the moment when I am creating a batch I am given 4 pages of up to 600 invoices to chose from, but I only need to select 30 - from those 4 pages.
This is after having used the transaction date, plus invoices per page to filter. All our invoices have a tracking category for the job it releates.
How wonderful would it be to be albe to use a filter for a tracking category that would reduce the number of available invoices to select for my batch from 600 to only the 30 I require? Placing them all on the one page.

This functionality would speed up the payment process imeasureably.

Yes totally agree. I had logged a request for a proper field chooser on the menu layouts most often used: Bills, Invoices and Contact Activity list. I guess my request was too general, but different companies have different needs. I had mentioned Net Total before VAT, but forgot to mention Tracking Option, vital for us.

Bills does have a column chooser but is limited and nothing useful for us.

Even Outlook has a field chooser to select what columns to display for emails, Xero needs to do this.

please!

To further this, filtering by nominal code would be very useful

The option to filter Bills Awaiting Payment would be a hugely beneficial feature for a business handling multiple locations. Please make this feature available.