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1. Bills - Filter awaiting payment bills without a planned payment date

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   19 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Felicia Bates supported this idea  ·  26 October, 2022
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   Felicia Bates commented  ·  26 October, 2022  ·  Edit…  ·  delete…

   For invoices awaiting payment that need to be held back having a hold function and a spot for a reason would be beneficial for vendor issues

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2. Invoices - Unapprove option

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   163 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

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   Felicia Bates commented  ·  26 October, 2022  ·  Edit…  ·  delete…

   This is especially important with the Dear Inventory and Xero integration. If an invoice is erroneously approved the only option is to void which breaks the link between programs.

   If we would like to remove an invoice from awaiting payments back to draft, this would be beneficial as we have to track invoices that are actually on hold from the payment queue

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   Felicia Bates supported this idea  ·  26 October, 2022