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

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   347 comments  ·  Purchase orders, bills & inventory » Bills  ·  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
   Melissa Ilston commented  ·  24 November, 2022  ·  Edit…  ·  delete…

   Completely agree with Arnis. Don't know why you've reset the counter on this. Why ask for ideas then ignore them when they get enough support?

   Save Submitting...
   Melissa Ilston supported this idea  ·  24 November, 2022

2. Customer statements - Ability to auto email Statements to customers

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   329 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share as soon as there's more news.

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share… more

   Melissa Ilston supported this idea  ·  31 October, 2022

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

   534 votes

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   146 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. 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 will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   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;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. 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… more

   Melissa Ilston supported this idea  ·  14 June, 2022