Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoices/Bills - Separate field for posting date and invoice date

    186 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    71 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

    While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

    With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

    As always, if there's any change we will…

    Alice Green supported this idea  · 
    An error occurred while saving the comment
    Alice Green commented  · 

    This is an essential feature for accrual accounting. I think where the frustration is coming from is that this feels like a very simple change.

    The current 'date' field is operating as the 'posting date' and is linked to the lock dates feature.

    The additional feature required is a 'document date' field so that if an invoice is dated December but not received until January (very common) it will still be 'posted' into January but with a 'document date' of December - we could then filter by document date to identify expenses captured following the lock period.

    The metadata will already be there - if I enter an invoice in January but date it December then somewhere there will be a record of the January entry date.

    Possibly muddying the water a little is many users requesting a billing period feature to effectively automate accrual and prepayment journals - whilst this would certainly be a neat feature - I can understand that this would need further development.

    The fundamental need here is an extra field to record the invoice date - this will then be used for accurate creditor aging and enable accurate accounting.