Settings and activity
5 results found
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156 votes
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Alex Skipper
supported this idea
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64 votes
Hi everyone, we appreciate the interest this idea has built and understand how filtering for Bills that have no planned date would help in being able to assign planned dates more efficiently and help you manage your bills.
We're in the process of making a lot of valuable updates to Bills with a focus on releasing our new Bills edit and View pages right now, along with this there are updates that we are making to Bills infrastructure that will make adding features like this simpler in the future.
While we can't commit to this idea right now, I'll make sure to share an update with you here if this gets picked up.
For now, as noted in my last update you can currently re-order bills by the Planned date column header which will help group all Bills that don't have a planned date together.
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
supported this idea
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237 votesAlex Skipper
supported this idea
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937 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Alex Skipper
supported this idea
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102 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
supported this idea
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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.