Bill Payments - Copy documents attached to a "Bill to Pay" entry into the bill payment transaction.
Currently, documents (invoices) that are attached to a "Bill to Pay" entry do not copy over to the bill payment transaction at reconciliation. You have to go to the (reconciled) account transaction and manually add the same documents again !
I'm told by xero this is because the Bill to Pay and actual bill payment are 2 separate transactions and the "documents" icon and process apply only to the transaction being processed at the time.
This is silly. It is doing the same thing twice - and requires you remember to do it anyway!
I thought automation was designed to save effort, not add to it. :-)
Richard Stephen
shared this idea
Thanks for sharing this suggestion, Richard.
We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.
This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂
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Frank Coe
commented
This surely is commonsense. When a bill is created with an attached invoice, logic would say that when reconciliation happens Xero should bring the invoice attachment over, as it does for expenses!
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Beth Gray
commented
this functionality would save double handling documentation. lets use the "touch it once" methodology. Why does XERO allow to add document to the "accrual" if not using when reconciling. Seems a bit silly and not an effective / productive use of time.