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, 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.
-
Alex Lacota
commented
Hi everyone,
This has been added to the chrome app store.
https://chromewebstore.google.com/detail/emnddmogaphhgdgjjejednaddhmcjnli?utm_source=item-share-cb
I've made a slack group for anyone who wants to test this - jump on and let me know your feedback or any issues while using it!
https://join.slack.com/t/xeroflagger/shared_invite/zt-445vkmh7k-Z3scJKnula6UjlCLeQ0KzQ
Cheers
Alex -
Larisa Hailey
commented
Hi Alex,
Yes it would be great to be able to see flagged invoices across team members.
Thanks
Larisa -
Ben Bayley
commented
This is great Alex, thank you. I've started a thread for the same options for Invoices
-
Alex Lacota
commented
Hey everyone - I will be popping this solution up in the Chrome app store soon and will let you know when it's available. Thanks for all the positive feedback on this!
Right now all the information is only stored in your browser. Would a logical next step be to add an account function where it syncs across teams and browsers? Happy to keep developing on this further if it's helpful for the community.
Cheers
Alex -
Antoinette Micallef
commented
Nice work, @Alex.
Clear, simple, efficient
Now we need Xero to implement it. -
Diane Mathers
commented
What utter nonsense if AI can provide a solution instantly, yet Xero can't do it after years of requests.
-
Sara Martin
commented
i tried this in chat GPT and edge but it didn't work
-
Sarah Hands
commented
I literally just copied this text into a Claude AI chat screen "create a working Chrome-based browser extension to flag invoices for non-payment in Xero, using the attached screenshots as a reference on how I want it to look" I uploaded the screenshots into the chat and et voila, it created the script, and told me how to upload it into Chrome as an extension
-
Gemma Foley
commented
@SarahHands, Are you able to share any info that may help someone who is Neurodivergent? :-)
-
Emma Roberts
commented
Is someone able to explain how to do this with instructions? I have tried to do this and failed hahaha
-
Sara Martin
commented
any chance someone could send some edge compatible instructions?
-
Sarah Hands
commented
@gemma, it sure was, took me less than 6 minutes!
-
Gemma Foley
commented
@Sarah - This sounds daunting for me, i am not great with technology haha! Was it simple?
-
Sarah Hands
commented
I was able to program this button by copying Alex's narrative and sharing the screenshots with Claude AI, who wrote me a script and added the function into a chrome extension...huge thank you to Alex Lacota for the info, this will make such a difference to us!
-
Gemma Foley
commented
we need a 'like' button so we can all vote for Alex's solution! Xero should have no excuse NOT to implement this feature. @Alex, please share how we can all make use of this if that is possible? Waiting for Xero doesn't fill me with any confidence!
-
James Padfield
commented
Wow! => Alex Lacota, that's exactly what we need. No idea why an accounting software company can't implement this.
-
Gemma Foley
commented
There is no way to get Xero's attention. I thought my review on Trust Pilot would trigger something but it was removed!!!
-
Joanne Mansie
commented
Alex Lacota - your screenshots are just what we need!!! How can we get this please?
-
Sara Martin
commented
so if this can be done - what are xero dragging their heels at???
they just don't want to do this do they?
there are 17 pages of comments on this and over 1200 votesbottom line XERO JUST DON'T CARE
-
Rebecca Rotheram
commented
@Alex Amazing please share how we can add this!