Settings and activity
6 results found
-
82 votes
An error occurred while saving the comment 
Alex Skipper
supported this idea
·
-
51 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
supported this idea
·
-
187 votesAlex Skipper
supported this idea
·
-
854 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Alex Skipper
supported this idea
·
-
4 votesAlex Skipper
shared this idea
·
-
90 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
·
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.