Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can then tick next to that supplier to automatically select all invoices that make up that total without ticking invoices/credit notes individually. However, the ability to expand the supplier to show the individual invoices underneath on the same screen in case there is one invoice there that isn't to be paid would be important here. Think of it like and expand/collapse feature.
Overall just adding a feature to allow this summary on this screen for payments would be extremely helpful. We pay our suppliers based on total amount owing i.e. <$10k paid in first run, then up from there. This would be helpful rather than running an aged payables report then having to filter on each supplier and select all invoices separately. Even without paying in $$ brackets we have to select each invoice separately as there are APs and DDs also in here.
Theresa King
shared this idea
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Tarryn Hatherall
commented
The majority of our suppliers are monthly account with 3-4 invoices per day. So we are looking at 70-80 invoices per supplier clogging the Awaiting Payment page as well as the individual invoices from smaller suppliers potentially getting lost in the mix. Having the ability to have the supplier listed with a drop down to view invoices would be infinitely more efficient.
If that went along with the ability to attach credits to the supplier rather than an individual invoice, even better. We work on trucks and often have jobs that can drag on over payment periods, meaning we may send a part back in Nov that was delivered in Oct. To avoid complicated accounting, I would rather apply the credit to the supplier whole in Nov so that the October statement still matches. -
Lexi Allston
commented
This is a great idea!
-
Karen Lovegrove
commented
Needing to pay multiple suppliers with numerous invoices per month and having to manually tick each invoice and separately add all the statement totals to make sure the batch balances is very time consuming and prone to error.
If you search on a supplier and tick the invoices, you can only do that for one, not multiple suppliers. -
Dianne Cambie
commented
Have the running total at the bottom of the page so you don't have to keep scrolling up and also have a separate total per each supplier being paid.