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  1. Bills - Flag a Bill as 'in dispute / query'

    1,172 votes

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    280 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…
    Paul White supported this idea  · 

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    215 votes

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    78 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

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    Paul White commented  · 

    Clearly not an accountant that has written the software hence why it has this bizarre feature, that should be defaulted to OFF first.

    Paul White supported this idea  · 

  3. Sales Invoices- Flag as 'in dispute / query'

    487 votes

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    submitted  ·  141 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul White commented  · 

    I can't understand why this was raised in 2013 and it still hasn't been developed!

    Paul White supported this idea  ·