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  1. Sales Invoice | Expected Dates - Bulk Update

    19 votes

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

    Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl. 

    We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made. 

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    Bernadine Phillips commented  · 

    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

    Bernadine Phillips supported this idea  · 
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    Bernadine Phillips commented  · 

    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.

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

    944 votes

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    192 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Bernadine Phillips supported this idea  ·