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'
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊
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Ildiko Mora commented
It seems that the Xero support team is not taking us seriously when as loyal costumers we are requesting an improvement to the system with regards to the disputed bills. However we got a new " bill " layout which seems to be more important. I would very much like to know what number of votes this thread require in order to be taken seriously ?
Or we will only be taken seriously when we are moving to a different software !
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Lynn Davidson commented
Flagging in dispute invoices would be great. The only way we can get round this is to add the word in dispute into the invoice number field which isnt idea. Just an option to add a flag somewhere would be a game changer for us
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Darren Porter commented
To have this as an option is upmost importance. As a small business cashflow is key and paying potentially disputed invoices causes issue. Having it as an option in the same way as awaiting approval etc would be of great use.
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Sharon Evans commented
Still cant believe a simple request to have an invoice flagged as in dispute cant be implemented. Not a fan of Xero at all from day one of using it, much prefer Sage.
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Sharron Betts commented
Being able to flag and add a note for disputed invoices would be ideal.
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Molly Crookall commented
100% this is needed as sometimes invoices get approved then something gets highlighted and I'm asked not to pay so a feature to highlight this would be so useful.
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Trevor Courtney commented
“We're still interested to get a clearer understanding of users that'd like to see this developed for bills,…”
Do you have a clear understanding yet?
Last month I lost nearly $1800 USD because a bill got paid that was in dispute. Take some action.
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Ildiko Mora commented
Hi Kelly, can you please clarify for all of us how many votes does this conversation needs in order for Xero to implement this ? Many thanks
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Tanya Burke commented
This is a basic feature of many accounting packages, and the fact it has been highlighted by so many, but not implemented is very disappointing. Xero is very much behind the market in this respect.
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Rebecca Rotheram commented
The sheer volume of comments and votes on this thread I am shocked that XERO is not looking at this. It is a basic accounts function
A tick box to mark 'on hold'
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Siobhan Macleod commented
This is certainly much needed. Was certainly useful on our old software and something we utilised regularly. At least if the invoice is in the system and marked as on hold/disputed it won't get forgotten about or paid in error.
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Elizabeth Murray commented
A bill can be awaiting approval because it hasn't been processed yet or it can be awaiting approval because it's in dispute with the supplier. Currently I have to add an asterisk to the invoice number so that I know which bills are in dispute. I can't show invoices in dispute when I write to a supplier, it's a long winded manual edit. This is such a basic feature.
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Barbara Fusco commented
Hi,
Yes please, this is much needed! And also the possibility to mark it as "on hold for payment", something that would exclude the bill from the aged payables report (so a filter would be needed there too!).
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Barbara Fusco commented
Hi,
Yes please, this is much needed! And also the possibility to mark it as "on hold for payment", something that would exclude the bill from the aged payables report (so a filter would be needed there too!).
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Debbie Stancliffe White commented
Bills to Pay - Alert for DO NOT PAY/ON HOLD
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Emma Rosenblatt (Accounts) commented
This is not a problem until you need it. Having a bill in approved status appears to be right to pay, but when something happens or changes how can we make it a clear visual that the bill is in dispute without this feature? We can't... Sometimes the Supplier themselves needs to be on hold too, all future bills are not to be paid until whatever it is is resolved.
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Gillian Jackson commented
There are occasions when an approved bill to pay needs to be stopped for payment - there could be any number of scenarios this may occur.
Not having a function when you can hold or suspend a bill to pay or mark as disputed, or even hold a supplier contact is an issue in Xero
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Tara Yensch commented
The capacity to add bills as "on hold" would be an extremely helpful addition for clients who pay on receipt of goods. For some of our clients, they may see a 3-6 month delay in receipt of items and if these are allocated to awaiting approval, supplier reconciliations will be incorrect.
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Tom Dible commented
Being able to flag and add a note for disputed invoices would be ideal. Its a massive flaw in the system Xero not having this. As mentioned below its easy for payments to go through by mistake as there is no way to let other colleagues know in the organisation that an invoice is under query. It really is a very important part of bookkeeping and a system like Xero should have features like this as standard to make the process easy.
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Sharon Beaumann commented
As a new user I am really very surprised that this feature is not already in place. Putting an invoice on hold is a fundamental accounting requirement. Can you please get it added as soon as possible? The workarounds are simply not practical and payments can end up going through by mistake.