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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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.
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Steph Beeston-Clarke commented
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.
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Sarah Hardy commented
We need this feature to ensure that an invoice doesn't get paid while being disputed
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Emma MacLennan commented
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.
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Tania Gomes commented
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..
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Debbie Bradley commented
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
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.
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Sara Martin commented
absolutely critical for me, this is a basic function for any purchase ledger. i don't understand why this isn't an option
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Paul White commented
I can't understand why this was raised in 2013 and it still hasn't been developed!
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Rachel Rook commented
Been waiting a while on this one, are there any plans to include it in the new update?
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Lauren Farrell commented
This is absolutely critical, we have the requirement to use this on a regular basis, and have to do manual amendments to invoice numbers to highlight that they are disputed. Come on Xero!
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Tracey Don commented
This is a basic function and critical to any business. Sage has this function and I thought Sage had some catching up to do but at least they have this very simple function.
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Jenece Robinson commented
What is taking so long to implement this basic function?
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Helen Holloway commented
Absolutely critical to introduce this feature as a matter of priority. Can't believe that it is that difficult to do.
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Jill Taylor commented
This is such a critical option. I can't understand why it never was picked up at inception point of Xero
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Jim Gooch commented
I'd go further and say that this needs to operate at Bill level and also at Supplier level.
Bills. Some people have suggested leaving Bills unapproved as a workaround. The big problem with leaving them unapproved is that they don't then hit the purchase ledger. All bills need to hit the ledger asap but if there is some dispute they need to be flagged to ensure they are not paid until resolved. Our workaround is to post them to correct Supplier then move them to a dummy supplier named - "Disputed Items" - and back again when resolved but this is hardly ideal.
Supplier. When running a Quality Management system a Supplier can become unapproved due to failure to provide essential documentation. In this state it should be impossible to raise a PO against them and/or existing bill payments may be witheld but again there is no flag that can be set to achieve this. Yes you could use "Groups" as a quasi flag but it would only alert those that are alert enough to see it and not physically block the things it should block.
Come on Xero sort it ASAP.
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Melanie Sullivan commented
Paid an invoice I should not have done last month due to this illogical omission by Xero - this really is critical
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Arnis Veisbergs commented
@xero we have pushed this up from 57 votes to 127 in a space of a couple of weeks. Can you please action ASAP