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  1. Bills - Assign planned date within individual bill

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

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    Anne Ramien commented  · 

    TO ADD THE "PLANNED DATE" FEATURE (CURRENTLY AVAIL IN AWAITING TAB) AS AN ADDITIONAL FIELD WITHIN THE BILLS TO PAY WINDOW, THAT WAY YOU CAN INPUT THE DUE DATE AND THE PLANNED TO PAY DATE AT THE SAME TIME AS BILL ENTRY.

    Anne Ramien supported this idea  ·