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  1. Bills List View - Add a Notes / Reminder section

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.

    If there are any changes to share I will provide an update to you all. Thanks

    Christina McKee Wright supported this idea  · 
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    Christina McKee Wright commented  · 

    Would be great if we could add a short notes field into the draft and awaiting approval screens in bills/invoices. For example, why the invoice/bill is not approved / still in draft status - "Hold for credit note", "Only pay $102.50 of this invoice", "Waiting on confirmation before approval". Not needed in the body of the invoice as its for internal business use only (and this way customers can't see the note), and can display these notes in the Draft Bills/Invoices screen so you can see at a glance why a bill might be languishing in Drafts or Awaiting Approval without having to click into the invoice.