Enter your idea

100% agree with the comments relating to this and other posts regarding invoices on hold. This is a fundamental principle of ledger control and like others have stated, Xero appear to be unique in not offering this function. Come on Xero, lets try and up the game on this one

Echoing other people's comments, I am astounded that this is not in plans for development. Surely the volume of comments from users stating how critical this is would be enough to put this in for development?

I am not sure how amending a credit limit for a customer/supplier would help if only one invoice is disputed.

Please, Xero, give this some further consideration - the people have spoken! You are the only software provider I am aware of that doesn't offer this.

I cannot believe that this is not in the plans for Xero to develop - this is a business critical feature both on sales and purchase invoices.

I need to be able to flag individual bills or invoices, not using credit limits.

Xero, this is poor 😕

This is a basic requirement. Business raises an invoice, posts it to accounts software. It's now included in month end reports and VAT returns. Customer has an issue and rightly refuses to pay until issue is resolved. Flagging the invoice is vital to getting the issue fixed and invoice paid. Why Xero can't do this simple thing is beyond me - every other accounts package I've used over the last 40 years can. Maybe it's time to go back to Sage.

Yes that's a good idea to separate out the two different sides of this thread.

However can you please explain how using Credit Limits helps to flag an invoice in dispute??

The same also applies to BILLS - the ability to flag as in dispute - the suggestion to leave in draft/awaiting approval does not work as the monies do not show in the ledger. Just need to FLAG BILLS and INVOICES as in dispute.

Would also like this function on sales invoices so we can mark any disputed by our customers as such on the system

being able to see which invoices are disputed is vital for credit control.

"Marking a customer or supplier as in dispute serves no purpose."

It does serve a purpose on supplier side if you are running a Quality Management system and a previously approved Supplier hasn't provided renewed documentation as an example. Here you may have outstanding invoices but don't wish to raise any further POs until the approval has been renewed.

The exact detail of whats needed is however a little irrelevant at this stage as Xero don't seem to see this as at all important even though it was raised years ago. Even Sage has it!

Flagging an invoice (sales or purchase) as 'In Dispute' is critical. Marking a customer or supplier as in dispute serves no purpose.

This is a major downfall as it might not be apparent on receiving the invoice in the first instance that there is a query.

I would say that not having the ability to hold invoices is the biggest downside to Xero, especially as it is functionality you simply expect from accounting systems.

We're also going to use the invoice reference field to edit if anything is in dispute.

Yes, that's similar to what we do for a visual aid since Xero don't have a status and associated tab for disputed.

Also, like Debbie said if you don't approve the invoice then they don't appear in any ledgers. Doing it this way at least gives you correct ledger figures including the disputed amounts too.

Odd that this hasn't been thought about, although maybe Xero only work on textbook situations where an invoice never needs to be disputed!

Debbie,
Thanks for your comment - it certainly is a really good workaround in my opinion.
What frustrates me is the fact that we have to look for a workaround for something this basic.

This is a basic requirement! - if left in "awaiting approval" they don't appear in any ledgers. Not ideal!

I change the invoice number after import from Dext (previously used Hubdoc) , adding DISPUTED after the number -
It's in the ledgers - but won't get paid in error - and is also quite visually distinctive against a list of document numbers. When sorted - i just edit the invoice number reference before paying by removing the word deleted.
Not ideal - a bit more work - but Xero do not seem to respond to small businesses, but they don't mind taking their monthly subscription!

Not: this idea has been shared by the Xero community Team in August 2013!!

For whatever this is worth, I am going to add my voice to this idea. I can see lot's of frustrated comments in the comments section.

At the moment I am using Hubdoc for 95% of my supplier invoices and I am sending them straight to 'Awaiting Approval'. This allows me to use the 'drafts' section to place all my supplier invoices in query. Not ideal but it's a workaround that works for me for now.

Please resolve ASAP!!! This is a critical feature to most businesses.

I agree Arnis, can someone at Xero please give us an update on this. It's very frustrating. I wonder if Xero even look at these ideas? The lack of response would suggest they don't.

The lack of action from Xero is very concerning.