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  1. Bills - Assign planned date when entering bill

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

    Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.

    Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.

    I'll come back to share when these pages are released.

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    Sarah Jennings commented  · 

    Come on Xero, loyal customers have been asking for this for years now. It is such a waste of time to have to change screens to add a planned date to a bill you have just entered. I just counted and it was 8 steps/clicks just to add a planned payment date from the point in time you have added the new bill for payment. With all these new recent changes, it is disappointing that this wasn't on the list.

    Sarah Jennings supported this idea  ·