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  1. Bills - Assign planned date when entering bill

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.

    While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.

    If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊

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    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!