Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bills - Assign planned date when entering bill

    43 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

    11 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
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Andrea Wilkinson commented  · 

    Totally agree, this has made so much work for us having to go searching for invoices due that don't pop up when I click on the batch date I am looking at paying.

    All of our invoices are automatically imported into XERO from our other system, however if we create an invoice in XERO itself it doesn't show up when making payment as the due date isn't set because we forgot to go to another area to set it. Considering the due date is set when creating the invoice (and this is the date we will pay it), its another unnecessary step.

    We also have an issue with the planned date not matching the due date (all of our invoices are paid on the due date), and so when paying all invoices on a
    particular date we have missed some because the planned date is either missing or has a different date.

    With approximately 200 invoices to pay every month we are having to go through them one by one before paying to ensure that they are 1) all there, and 2) all have the correct 'planned date'.

    If anyone knows how to make the planned date match the due date automatically that would be great, although still won't fix the issue of invoices created in XERO having no planned date unless we remember to go and add one!