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

    254 votes

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    106 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Dean Phillips commented  · 

    Agree with everyone's comments here - this is very important for correct recording of supplier invoice dates. Without it we have to redate supplier invoices to 1st of the current accounting month. It would also help with allocating credits to invoices where currently we have to reopen an old period - all of the allocations would be current period so you can leave the lock date unchanged

    Dean Phillips supported this idea  · 
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    Dean Phillips commented  · 

    Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.

  2. Bills - Automatically adjust the date on imported draft bills to a set date

    3 votes

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    0 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    We've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    Dean Phillips shared this idea  ·