Settings and activity
3 results found
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2 votes
An error occurred while saving the comment 
Debbie Stancliffe White
supported this idea
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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.
An error occurred while saving the comment Debbie Stancliffe White
commented
Planned Date - ability to enter planned date at time of entering bill to pay. Not having to go into another screen to add.
Debbie Stancliffe White
supported this idea
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An error occurred while saving the comment Debbie Stancliffe White
commented
I would like the option to add Planned Date when entering the invoice. Not easy to remember to enter this once the invoice is entered and approved.
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937 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
An error occurred while saving the comment Debbie Stancliffe White
commented
Bills to Pay - Alert for DO NOT PAY/ON HOLD
Debbie Stancliffe White
supported this idea
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Bills are not automatically unselected as the Planned date is set. This is causing incorrect planned dates.
Please correct this system error as soon as possible as now have to select planned dates manually which is time consuming when there is a large amount of invoices with varying planned payment dates.