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1. Sales Invoice | Expected Dates - Bulk Update

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   25 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.

   Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.

   We'll continue to track the interest for this idea and share if there's any change planned.

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   Bernadine Phillips commented  ·  13 July, 2023  ·  Edit…  ·  delete…

   Agree! Having the option to bulk add an Expected (payment) Date would save so much time. Would be such a simple addition yes extremely helpful

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   Bernadine Phillips supported this idea  ·  13 July, 2023
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   Bernadine Phillips commented  ·  13 July, 2023  ·  Edit…  ·  delete…

   An option to add Expected Date in bulk for invoices would be amazing! Having to do this for each individual invoice to forecast weekly and or monthly is so time consuming.
   We use another software that integrates with Xero for our forecasting. To get a more accurate forecast of what we can expect in the way of payments on a weekly basis. I add the Expected Date in Xero. For clients who I know will always pay on the 20th it would be so useful to tick those clients and add the date rather then having to do it one at a time.

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2. Bills - Flag a Bill as 'in dispute / query'

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

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

   Bernadine Phillips supported this idea  ·  13 July, 2023