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144 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Valentina Marsden
supported this idea
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196 votesValentina Marsden
supported this idea
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254 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.
An error occurred while saving the comment Valentina Marsden
supported this idea
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This feature to me is critical, otherwise I don't understand how the month end process can be properly run. When doing month end reports we effectively need to "lock" in the current period (e.g. July) and avoid making amendments to July in the future, because the numbers have already been shared with management.
But for example if we receive an invoice late (e.g. September) that relates to July, the only option now is put one date in Xero (which would be the invoice date) but that also means the invoice will be posted back in July and therefore changing the numbers previously reported.
All the systems I have worked with allowed an "invoice date" and a "posted date" to be separate fields.
I know that periods can be locked, but that September invoice will then need to be posted with a 1/9/25 date rather than its correct July date, which will skew other reporting.