Batch Payments - Ability to add bills to an existing batch
Add a "add Bill" button to enable you to add a bill after the batch has been created without cancelling the batch and redoing.
christine jordaan
shared this idea
Hi christine, is this a common situation you find yourself or business running into? It'd be good to understand more detail if there are common circumstances that lead you to needing to edit a batch payment after it's been created.
For the time being we'll start to feel out the interest in this from community. Thanks!
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Harrington Natalia
commented
Hi there, I agree with this request. We run a construction/ development company with multiple jobs and need to create batches for each job due to funding arrangments. Sometimes we need to add to the batches or remove from them. I have to 'remove and redo" to start again with the the whole process so that it can be tidied up. Some of our batches are huge and I would do multiple on the 20th for each job. I would also LOVE to be able to create draft batches which will have the option to add/ remove payments from it before it is finalised. It is much easier then to assign each invoice to a particular batch as you enter it into Xero instead of it all being in one pool which then needs to be sorted for payment for each job. We have had this issue for many years and every month I wish we had a draft batch option! Thank you!
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Paola Moiso
commented
I agree with the below. When requesting approval for payment, directors might want to add more invoices or edit the batch. Very annoying indeed. Thank you.
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Anthony Kear
commented
This would be very useful to me - I'm regularly doing batches with 30+ invoices and having to start from scratch if you miss one is very annoying
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christine jordaan
commented
Hi Kelly, I would like to be able to add a bill after the invoices are ticked and batched for payment but before clicking "Make Payments". Once you have batched the invoices and you realize that you have to add an invoice, then you have to cancel the whole batch and redo. Very frustrating especially when you have 30 invoice to pay in your batch. Hope this makes sense.