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!
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!