Settings and activity
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38 votes
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Alex Skipper
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42 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
An error occurred while saving the comment Alex Skipper
commented
Agreed this would be supper helpful I would also love it if there was the ability to also exclude invoices that are to be paid by DD on this..
Alex Skipper
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1 voteAlex Skipper
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135 votesAlex Skipper
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751 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Alex Skipper
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3 votesAlex Skipper
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85 votes
An error occurred while saving the comment Alex Skipper
commented
I have a client that enters invoices but seems to mark them as paid completely aimlessly therefore this would be huge.. If there was just the ability to be a lot more granular with what people have access to in these lower levels of access that would be very helpful.
Alex Skipper
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This would be extremely useful as an extension if we could then filter to exclude or include...
In my team where we operate payment runs and managing the bills to pay for some clients what we have started doing in luie of Xero doing the above is marking the bill as paid where we know it is paid by DD based on the due date / DD cycle then when it clears the bank just matching the statement line with the forward dated spend.. This at least ensures that the bills to pay area is as clear as possible and no one double pays invoices.