Settings and activity

24 results found

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

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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

   Erin Stevenson supported this idea  ·  21 December, 2022

2. Audit Trail Report

   592 votes

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   84 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Erin Stevenson supported this idea  ·  21 December, 2022

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

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   350 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
   Erin Stevenson supported this idea  ·  21 December, 2022

4. Purchase Orders - Ability to Void/Archive purchase orders

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   submitted  ·  18 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   Erin Stevenson supported this idea  ·  21 December, 2022