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1. Bills | Awaiting Payment - Highlight the Planned date

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

   Hi team, thanks for feeding back to us here. Appreciate it's been sometime since this idea was first raised and we'd like to provide an update and highlight a couple of options that may be helpful to some here.

   Right now, from the Awaiting Payments list, bills with a Planned date will show above the list where you'll have an indicator of the total items and amounts of bills that have a planned date, along with separate indicators for each planned date that's been assigned. Each are clickable to quickly filter your list by the selected option - However, do get how this is not a floating/scrollable view as has been requested here.

   While it's not possible to filter by bills that don't have a planned date, one option would be to click the Planned date header to sort all bill and bring those without a planned date to the top of the list. We have a separate idea surrounding this that you may also like to support.

   Being open, a scrollable view of Planned dates totals or highlighting of the Planned date within the list aren't developments we have planned any time soon. We're continuing to keep a watch on the interest here and I encourage you to share this idea with other colleagues that would find this useful too.

   Hi team, thanks for feeding back to us here. Appreciate it's been sometime since this idea was first raised and we'd like to provide an update and highlight a couple of options that may be helpful to some here.

   Right now, from the Awaiting Payments list, bills with a Planned date will show above the list where you'll have an indicator of the total items and amounts of bills that have a planned date, along with separate indicators for each planned date that's been assigned. Each are clickable to quickly filter your list by the selected option - However, do get how this is not a floating/scrollable view as has been requested here.

   While it's not possible to filter by bills that don't have a planned date, one option would be to click the Planned date header to sort all bill and bring those without a planned date to the… more

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   Elspeth Simpson commented  ·  17 May, 2023  ·  Edit…  ·  delete…

   The ability to differentiate bills with and without a planned date is very relative.

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   Elspeth Simpson shared this idea  ·  20 April, 2023

2. 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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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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. 🙂

   Elspeth Simpson supported this idea  ·  20 April, 2023