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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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   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.

   Elspeth Simpson supported this idea  ·  20 April, 2023