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  1. Bills - Assign planned date when entering bill

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.

    While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.

    If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊

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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  ·