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.
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Gemma Foley
commented
is there any way to tag Xero?
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Kerry Ramsden
commented
Obviously not implicating their work loads.. only 1,141 votes!
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Kerry Ramsden
commented
Yes we are already looking at other options. Customers will be lost, paying a premium for an accounting system with these flaws is unacceptable.
Xero needs to motivate some changes very quickly. -
Emma Roberts
commented
I find it hilarious for a company to direct people to a site where people are berating them so much. It does not make good business sense. But as we all can agree we are only the customers and not really that important !!!!!
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Gemma Foley
commented
Absolutely agree Kerry but I don't have another solution other than to abort Xero and use another provider...... Xero obviously don't care!
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Kerry Ramsden
commented
Yet another brush off.....perhaps we should apply to work for Xero....I'm sure you all like myself have HMRC and other statutory deadlines to work to....completely unacceptable to be waiting months/years!
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Gemma Foley
commented
Reply from Xero on Trust Pilot .... Like we haven't already raised SEVERAL cases!!!
4 hours ago
Hi, Roofline Design UK Ltd. Thank you for taking the time to share this feedback with us - we’ll make sure it's passed on to the team. For troubleshooting support in the meantime, please raise a case via Xero Central so we can take a closer look. -
PAUL RABEY
commented
Absolutely agree with Axis n the need to be able to include credit notes when paying in Find & Match.
An absolute pain in the neck at the moment.
Must be that Xero designers never have to use this feature themselves, otherwise it would have been sorted yonks ago. -
Gemma Foley
commented
Agreed, Stuart, 100%. Why will Xero not listen? This is becoming really frustrating now, and you have so many unhappy customers. What will make you listen? When we have all moved to another provider, maybe? That's what it looks like is going to happen here unless you pull your fingers out and address our issue!
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Stuart Isbister
commented
What would be transparent and informative Kelly is some insight into why 'bills list views' (which seems fine to me) and 'updating add/edit bill pages' (which again seems fine to me) should be prioritised over this much wanted but missing feature.
What I guess we'd love to know is if there is a TECHNICAL issue regarding it that we may not be aware of or something else. Given that we've all had to wait so long for this surely we deserve this? -
Antoinette Micallef
commented
I have previously posted a review on Trustpilot listing everything that is not working, including the lack of customer service.
e.g. waiting a day for a response only to have to reply with a question, then waiting another day for a response. Asking for a call back and not receiving one.
I also mentioned the basic features that are missing.I have also placed a review on Product Review
https://www.productreview.com.au/listings/xero
This is an Australian-based, independent review site. -
Gemma Foley
commented
Amazing Kerry! Hopefully, we will see some response. Solidarity works best!
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Kerry Ramsden
commented
My Trustpilot Review:
Requests not being actioned by Xero.
I appreciate things take time however, requesting simple tweaks such as being able to flag Bills as in dispute/query are not being action despite numerous requests. Pointless having a request page if Xero do not action any!!! -
Axis Electrical Ltd
commented
I would add that this is not the only issue that should be mentioned on Trustpilot if people are creating reviews. Another glaring issue is not being able to process Credit Notes in the Find & Match window or as part of a batch payment, they have to be manually allocated to invoices, before the Find & Match reconciliation option works. They simply don't show there...
It's been years since this was first flagged up, and no movement whatsoever from Xero.
Xero has been great at gaslighting us when there were compaints about the new invoicing ("we appreciate that sometimes change is hard, but we're confident that with the how-to guides everyone will be able to learn to use them". I'm paraphrasing but that was the gist of the response we received when the issues were flagged up. Not great!), but there have been no changes/progress to these requests for development which have hundreds of upvotes/comments on the forum... -
Gemma Foley
commented
If you can all spare a moment to leave your own words on Trustpilot, it may have some impact. Currently, there are lots of positive reviews and no mention of this issue. C'mon Xero, the ball is in your court now!
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Kerry Ramsden
commented
Well done Gemma
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Gemma Foley
commented
My TrustPilot Review .....
Basic features not available!
A basic feature of accounting is to be able to flag bils (purchase invoices) to show they are in dispute and prevent them from being paid accidenty. For some reason, Xero doesn't have this. I have been involved in a thread on Xero's support pages for over a year with hundreds of comments from Xero users requesting this basic feature and Xero just doesn't respond. We can't operate a business without this feature, it makes life so difficult and tasks are so much longer. If this doesn't improve quickly, I will be moving to an alternative provider as they all offer this feature! Xero, listen to your customers before you lose them. Existing customers are just as important new ones! -
Gemma Foley
commented
Ok so I am going to leave my comments on Trust Pilot. I think if we all do this, surely they will have to respond.
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Terri Williams
commented
I can not understand why this was not part of the original build, business need to be able to flag items, invoices, bills.
Xero if you want to keep your customers you need to keep up with requests from them, there a few features missing from Xero that could massively help business keep better track of their finances.
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Kerry Ramsden
commented
I totally agree with Chris Curlett, Xero will lose customers if they don't keep up with requests. We are already looking at other software.