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  1. Invoices/Bills - Separate field for posting date and invoice date

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    90 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

    While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

    With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

    As always, if there's any change we will…

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    Valentina Marsden commented  · 

    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.

    Valentina Marsden supported this idea  ·