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  1. Bills - Show bank details in Bills to Pay screen

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    15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate this idea has been one many here have desired for some time.

    Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.

    Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.

    I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !

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    Laura Yates commented  · 

    It would be really useful to have the contacts bank details show under the contact name when on the creating and authorising a Bill screens. This would allow users to check the bank account details are matching those listed on the bill received. Suppliers do not always notify us of a change in bank details or we may not use the supplier for a long period and the bank details have then changed without any notification. When processing a high number of bills, it is time consuming to go into each Contact record to check the bank details are still current for each bill received.

    Laura Yates supported this idea  ·