Settings and activity
3 results found
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3 votes
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Donough Benson
shared this idea
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8 votes
An error occurred while saving the comment Donough Benson
supported this idea
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22 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
An error occurred while saving the comment Donough Benson
commented
Next to ‘Date’ and ‘Due Date’ on the New Bill/Edit Bill page, it would be a massive time saver to also have a ‘Planned Date’ field. This would match the layout on the “Awaiting Payment” page.
Right now, after entering a bill you have to jump out, find it in the list, then enter the Planned Date. It would be a lot cleaner and more efficient if you could enter the Planned Date directly after the Due Date when creating or editing the bill.
Donough Benson
supported this idea
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Custome Widget for PAYG & BAS Linked to nominated Bank Account
As a small business owner we set aside PAYG and BAS weekly. it would be incredibly useful to have a custom dashboard widget linked to a nominated bank account.
This widget would:
• Display the total PAYG and BAS currently owing (pulled directly from Xero’s BAS/PAYG data).
• Show the current balance in our dedicated BAS holding account.
• Highlight the difference between the two amounts so we can see at a glance whether we are ahead or behind in setting aside tax funds.
This would save time, improve cash flow visibility, and remove the need to manually compare reports with bank balances each week.