Settings and activity
2 results found
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54 votes
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Claire Buckley
supported this idea
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65 votes
Hi everyone, we appreciate the interest this idea has built and understand how filtering for Bills that have no planned date would help in being able to assign planned dates more efficiently and help you manage your bills.
We're in the process of making a lot of valuable updates to Bills with a focus on releasing our new Bills edit and View pages right now, along with this there are updates that we are making to Bills infrastructure that will make adding features like this simpler in the future.
While we can't commit to this idea right now, I'll make sure to share an update with you here if this gets picked up.
For now, as noted in my last update you can currently re-order bills by the Planned date column header which will help group all Bills that don't have a planned date together.
An error occurred while saving the comment Claire Buckley
commented
Kellys idea is what we are currently doing but we have no function to have a report in excel . Once i run a bills for payment report XERO incorrectly defaults the planned date to = the due date. This is misleading. If we wanted this we could just use the due date.
Claire Buckley
supported this idea
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I badly need this to also include billed expenses. I need to know which account transactions were billed , and to who and on what sales invoice number. Currently i am having to manually enter columns manually and go into each expense to get this information which is painful.