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

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   281 comments  ·  For small businesses » Business features  ·  delete…  ·  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 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.

   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… more
   An error occurred while saving the comment
   Findex Software Support commented  ·  12 December, 2022  ·  Edit…  ·  delete…

   Hi Xero
   This option is essential IMO for companies with large numbers of creditors to track. Please lift the priority on this feature.
   Thanks

   Save Submitting...
   Findex Software Support supported this idea  ·  12 December, 2022

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

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   submitted  ·  142 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Findex Software Support supported this idea  ·  12 December, 2022

3. Report Templates - Ability to add any report

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   Findex Software Support supported this idea  ·  24 May, 2022