Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
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Tracy Packman commented
being able to see which invoices are disputed is vital for credit control.
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Jim Gooch commented
"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!
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Richard Harden commented
Flagging an invoice (sales or purchase) as 'In Dispute' is critical. Marking a customer or supplier as in dispute serves no purpose.
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Ashley McBride commented
This is a major downfall as it might not be apparent on receiving the invoice in the first instance that there is a query.
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Teresa Snell commented
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.
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Karen Butcher commented
We're also going to use the invoice reference field to edit if anything is in dispute.
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Lesley Christian commented
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!
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Arnis Veisbergs commented
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. -
Debbie Bradley commented
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!!
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Stuart Mohamed commented
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.
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Daniel Clay commented
Please resolve ASAP!!! This is a critical feature to most businesses.
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Tracey Don commented
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.
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Arnis Veisbergs commented
The lack of action from Xero is very concerning.
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Peter Martland commented
surprised this isn't a feature bust be a simple one to sort
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Craig Thwaites commented
For clarity I think this function needs to be both on supplier side (Bills) and customer side (invoices).
Having a tag for the document would be great. For us we could use it to identify trends, on topic at the moment would be clients claiming financial hardship for their invoice
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Roanna Doouss commented
Just a standard business procedure that every system should have!
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Gillian Edgar commented
Please add this function as it seems a basic need of all of us so we don't pay invoices in error. We don't keep paper so don't want to hold copies on file. Please sort it Xero or people will go back to Sage.
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Sophie Steward commented
This is ridiculous that you can't flag an invoice in dispute...something that Sage have had for years!
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Claudia McCarthy commented
Need to be able to put invoices on hold. Some have suggested leaving as draft or awaiting approval but then they do not show up on your liabilities as an accounts payable which they are until the dispute is resolved.
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Helen MacGregor commented
Yes on both bills and invoices. I'm currently updating the reference with "ON HOLD" before the invoice number etc. Not great as could lead to duplicate entries.