Settings and activity
3 results found
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237 votes
Louise Williamson
supported this idea
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107 votes
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Louise Williamson
supported this idea
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511 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
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Louise Williamson
commented
This is a REALLY important function that XERO is missing - please introduce it ASAP :-)
Gosh I need this. Our bills are approved on a site by site basis and this screen would be absolutely perfect if you could filter by tracking category and then send each of the site managers a link.