Settings and activity
6 results found
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288 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.
Charlotte Daniel
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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Charlotte Daniel
supported this idea
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107 votesCharlotte Daniel
supported this idea
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15 votes
Hi team, thanks for continuing to share feedback on this idea.
We understand that customers have different needs when working in Xero, and we’re continuing to keep accessibility options, including keyboard navigation, front of mind as we develop.
In new invoicing, you can use Tab to move through all invoice fields and actions, including Save and Approve. We’ve also added keyboard shortcuts for key actions, which you can learn about in-product or in our Tips and shortcuts article.
For bills, our newer quick view tool (eye icon) uses a similar line item design to invoices, and Tab navigation is available there as well.
This will be especially helpful if you’re using connected apps, or the upload to bills or email to bills features, to automatically create transactions.
We appreciate this still leaves a gap if you manually enter new bills, and we’ll continue monitoring interest here and share any…
An error occurred while saving the comment Charlotte Daniel
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25 votesCharlotte Daniel
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44 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Charlotte Daniel
supported this idea
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I agree this is a backwards step and will dramatically increase the time it takes for us to review our bills for payment each week. Very disappointed in this decision by Xero.