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

    253 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

    106 comments  ·  Purchase orders, bills & inventory » Bills  ·  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
    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.

    While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.

    We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.

    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.