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  1. Sales Invoices - Pop-up reminder of notes

    51 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Leslie Croker supported this idea  · 

  2. Bills - Assign planned date within individual bill

    42 votes

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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. 

    Leslie Croker supported this idea  ·