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Anna Bartlett
commented
Addition of an additional filter when creating a multiple invoice batch.
At the moment when I am creating a batch I am given 4 pages of up to 600 invoices to chose from, but I only need to select 30 - from those 4 pages.
This is after having used the transaction date, plus invoices per page to filter. All our invoices have a tracking category for the job it releates.
How wonderful would it be to be albe to use a filter for a tracking category that would reduce the number of available invoices to select for my batch from 600 to only the 30 I require? Placing them all on the one page.
This functionality would speed up the payment process imeasureably.Anna Bartlett
supported this idea
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You need a way to build a payment run by project/job/ tracking category
And surprisingly, Xero itself still doesn't handle this well.
Xero can assign supplier bills and individual bill lines to a Project, but when you go into Bills → Awaiting Payment, Xero doesn't currently give you a useful filter by Project/tracking category to create the batch payment. In fact, this exact feature is still sitting in Xero's product-request system, with users asking to filter bills by project/tracking category specifically so they can create separate batch payments.
So your frustration is legitimate: the project information is already sitting in Xero, but Xero isn't making it available where you actually need it — at payment-run time.