Settings and activity
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42 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
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Leeann Redman
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105 votesLeeann Redman
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It would be great if there was an option to enter the planned payment date in the Enter Bills screen.
I would like to be able to enter this date at the time of the data entry, from either Hubdoc, or when entering directly into Xero. This just saves a step when reviewing the accounts payable.