Bills - Ability to Reject bills, with a Note for the reason
Ability to reject a Draft Supplier Invoice and send a email to the supplier with why their Invoice was rejected.
To often, I receive invoices from Suppliers of whom have forgotten Purchase Order details or have missing information.
There is obviously the option to Approve an Invoice, nut nothing to reject.
I would like a function where I can Reject an Supplier Invoice and respond to the Supplier with why Invoice was rejected and this information is stored against the supplier and shown as a note on the Supplier History or.
Would also be handy if there was icon or able to be displayed against Draft Invoices which indicate if a invoice has been Rejected etc.
Sally Hickson
shared this idea
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Brian McBrearity
commented
Xero has a fairly good process for bill submission and approval. We have staff members submit bills to finance for approval, and it works very well.
However, sometimes staff make mistakes. In Xero, there is no option to decline a bill? Or to kick a submitted bill back to submitter for editing? What's the point of an approval process if you can only approve or delete? That doesn't make sense to me.
Am I missing something? I would like to decline the bill (thereby letting the submitter know that the bill has been declined), with the ability to let the submitter know why it was declined (better description, wrong attachment, etc.). These options exist on the Expense process in Xero...why not on the bill process? As it is, I have to delete the bill, reach out to the submitter, and they have to reenter. Frustrating and time intensive.
An approval process that only lets you approve (or delete) a bill seems to me yet another half baked idea from Xero...just not very well thought through. -
Michelle Turner
commented
Being able to reject an invoice is critical to maintaining accurate accounts, I don't want to void a bill as I would like to easily be able to retrieve the bill if payment is disputed ect. voiding the bill makes it hard for anyone else to know if the bill exists, as it won't show up unless specifically looking for voided bills and why it hasn't been paid.
This seems like such a simple no brainer requirement for accounting software to have. -
Edith Wu
commented
Rejection is quite important