Settings and activity
2 results found
-
261 votes
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.
An error occurred while saving the comment 
Ingrid Crozier
supported this idea
·
-
222 votes
An error occurred while saving the comment Ingrid Crozier
commented
Unless I'm missing something else, the second reference field is necessary for me as currently there is no ability to have a separate invoice date and posting date on bills. What if the invoice date is in a closed period? I then have to change the invoice date to be a date outside the period and now have incorrect information when trying to search up the invoice details in Xero (invoice date now shows a different date than is on the invoice). At least with a customizable second reference field I can add the invoice date in there.
Ingrid Crozier
supported this idea
·
This is a requirement when it comes to accrual-basis accounting and prevents the ability to do any sort of month-end or quarter-end close process, as using the invoice date would backdate transactions into "closed" periods. If the posting date is entered into the invoice date field, then you have incorrect invoice details in Xero that do not match the invoice itself. This is absolutely a critical requirement and I am very surprised this feature does not already or exist, or is even being worked on at the moment.