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@Ruth Ward

Yes, the absence of a 'dispute' flag and process to capture communication n the notes automatically is a major omission.

Our workaround is to prefix the reference for the suppliers bill with ***Disputed***

so INV10245 becomes ***Disputed***INV10245 which makes it stand out like a sore thumb in the 'overdue' bills reports etc.

When the dispute is resolved we apply the credit note and remove the ***Disputed*** prefix. Have to remember to update the notes each time we speak to the supplier though.

I can't believe there is no option currently to mark a Supplier (or indeed a Bill) as to be paid by DD. Having just started using Xero, this is the first hurdle i've encountered, and is something that is a serious shortfall,
Surely it should be easy enough to add a Payment Type (Manual payment required or DD/SO) in the Supplier Purchase defaults that pulls through to the Awaiting payment page. Also would be great to see a Under dispute option to make it easier to see who's scheduled to be paid - or not!

Sort code and account being updated... Great workaround @Sarah_Venge - but it shouldn't be necessary - this should be fixed at source.

Adding

1) a flag 'exclude from sugested bank payments' in the financial settings for a contact, then

2) having a filter for that flag when paying bills (which either hides the entries or greys out the selection check box)

isn't rocket science and would have limited repercussions elsewhere.

I understand they don't want checkbox clutter on the UI,in financial settings, however something like this would give immediate benefit to (at a guess) 95% plus of UK users - small fixes like the above would have a far greater impact on customer satisfaction than the next to useless (in my opinion) JAX.

I'd still like this feature, but my workaround is to put a sort code of 999999 and an account number of 99999999 in the financial details of the contact record, which then appear when I set up a batch for payment and have accidentally included invoices due to be paid by Direct Debit, so they can easily be removed.

I TRY to remember to add DD to the invoice number to be able to easily identify those that dont need paying manually. But this defeats the object of using hubdoc or other AI invoice reading software.
To select DD as an option within the supplier details would be far better.

It's so easy to accidentally include a bill that's due to be paid by Direct Debit in a BACS run. When I was approving bills myself, I would add the bill payment at the same time for the date the DD was due, but I can't do that now that I submit bills for approval (they go via ApprovalMax). I need to be able to flag that a bill is to be paid by DD at the point of entry. This seems like such a simple feature to add.

Adding to this - many clients append "DD" to the supplier name to reduce the chance of double paying. This is ugly, and any apps that integrate with the Xero Contacts then need workarounds. We still see double paying often enough that this is a material problem and not just a nice-to-have.

This would be very useful to avoid accidental payment of a bill which is going to be direct debited. Any option which avoids these bills ending up in the payment batch would work for us.

I agree, this would be handy. My workaround for this is to mark DD bills as paid with payment coming out on the day of the direct debit.

Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment

If a supplier is paid against DD option even making the SUPPLIER'S name BOLD and in RED could help. As we have multiple departments updating Xero at various stages it would be helpful to avoid potentially paying suppliers twice, as not all members of our teams are aware which customers are on DD basis. Also, when checking through O/S payments not all team members understand some payments will be collected by DD and therefore no point to flag me to make a bank transfer to clear the debt. Thanks in anticipation.

This would be extremely useful as an extension if we could then filter to exclude or include...

In my team where we operate payment runs and managing the bills to pay for some clients what we have started doing in luie of Xero doing the above is marking the bill as paid where we know it is paid by DD based on the due date / DD cycle then when it clears the bank just matching the statement line with the forward dated spend.. This at least ensures that the bills to pay area is as clear as possible and no one double pays invoices.

Sensible option to have and improves control. Simple tick box on the vendor that would remove loaded invoices from bills page, or put in a separate DD tab on bills page perhaps, then to be reconciled.

Agree, this should be a feature that works alonside the planned date so that you can effectively blockout that bill so that it is not caught up in batch payments, and it shows in cash flow reports. Should also be option for bills paid by BPAY.

Adding a tick box, search box or similar to be able to visibly and simply identify automatic / direct debit payments against payments we need to make manually, to be able to identify them easily and search for those bills easily.

In the Bills to Pay-Awaiting for Payment-Planned Date, if Xero can add two more features for 'disputes/pending' and 'direct debit/SO' options this help to ease to browse again and again who's not scheduled to pay.