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  1. Bills - Show bank details in Bills to Pay screen

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    15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate this idea has been one many here have desired for some time.

    Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.

    Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.

    I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !

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    Wendy Fitzgerald commented  · 

    David Cohen's screenshot is brilliant!

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    Wendy Fitzgerald commented  · 

    This is a fantastic idea. With many offices going paperless, we do not always have the physical bill on hand when making payments so to confirm bank details we need to open the attachment and compare it to the batch payment. With BankWest now closing all business accounts, many businesses are changing bank details and we are having to check each one as they come through which is very time consuming.

    Wendy Fitzgerald supported this idea  ·