Settings and activity

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

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   428 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

2. Invoice Reminders - CC/BCC on outgoing emails

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   34 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.

   For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.

   Simon Allen supported this idea  ·  28 June, 2022
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   Simon Allen commented  ·  28 June, 2022  ·  Edit…  ·  delete…

   Nominate an alternative address for invoice reminders.

   Currently we send invoice reminders to clients on 14 days overdue and 30 days overdue. I would like to add a third reminder when invoices fall 60 days overdue but for this to be sent to myself instead / aswell as the customer as this would trigger the next stage of debt recovery.

   As far as I can tell, there is currently no means to add an alternative recipient address.

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