Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Bills - Flag a Bill as 'in dispute / query'

Ability to flag individual bills as in dispute

Purpose | To enable review and ensure the business does not make payment for a bill when it's currently 'under query'

1,466 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

  • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
  • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
  • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
  • Update the reference to add a notation such as [reference number] - Do not pay
  • Adjust the planned date to be very far out in the future

We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

Show previous admin responses (4)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Lesley Christian commented  ·   ·  Report

    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!

  • Arnis Veisbergs commented  ·   ·  Report

    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  ·   ·  Report

    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!!

  • Stuart Mohamed commented  ·   ·  Report

    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.

  • Daniel Clay commented  ·   ·  Report

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

  • Tracey Don commented  ·   ·  Report

    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.

  • Peter Martland commented  ·   ·  Report

    surprised this isn't a feature bust be a simple one to sort

  • Craig Thwaites commented  ·   ·  Report

    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

  • Roanna Doouss commented  ·   ·  Report

    Just a standard business procedure that every system should have!

  • Gillian Edgar commented  ·   ·  Report

    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.

  • Sophie Steward commented  ·   ·  Report

    This is ridiculous that you can't flag an invoice in dispute...something that Sage have had for years!

  • Claudia McCarthy commented  ·   ·  Report

    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.

  • Helen MacGregor commented  ·   ·  Report

    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.

  • Steph Beeston-Clarke commented  ·   ·  Report

    I desperately need this on both Invoices and Bills. Also on the summary page if a manual note has been added. There is a column that appears to be for notes, but doesn't 'do' anything other than take you into the bill.

  • Sarah Hardy commented  ·   ·  Report

    We need this feature to ensure that an invoice doesn't get paid while being disputed

  • Emma MacLennan commented  ·   ·  Report

    This feature is essential as more than one person is in the department, we need the invoice to be on the suppliers account but without the hold option some invoices have been getting paid when they are in dispute.

  • Tania Gomes commented  ·   ·  Report

    As credit controller this feature is paramount to a good customer relation management.

    Flag invoice in query/dispute would remove from statements and avoid constant filtering. Also, should be able to track relevant replies. So, when a customer r received the invoice, should be able to submit Query/Dispute directly when they receive an invoice, we'd get a notification and action reply/resolution and invoice would be in the system but client wouldn't receive constant reminders whilst query is not dealt with..

  • Debbie Bradley commented  ·   ·  Report

    One of the most basic of Purchase ledger functions ( Bills payable!!)
    This has been in client request now for several years!!
    Please sort it urgently

  • Jade Hoyle commented  ·   ·  Report

    Could really do with this feature ASAP, its causing extra work and wasting time; we have to adapt the invoice number to show whether a bill is ok to be paid or not.

1 2 … 17 19 21 22