Settings and activity
3 results found
-
791 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment 
Paul Wakefield
supported this idea
·
-
1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment Paul Wakefield
commented
I applaud Cameron Green for trying to plug a hole but I am with Daniel Coates on this. There should be no need to have to pay for what should be an integral feature.
As an aside for Cameron Green regarding the idea of suppressing disputed bills from Aged payables, etc. Just because they are disputed does not mean that they are not ultimately payable in whole or in part and they should not be lost sight of. I understand why one would require such reports but I would hope that any such tailored reports would clearly flag and quantify the filtering in operation.
An error occurred while saving the comment Paul Wakefield
commented
Despite the new thread, this remains a critical requirement. Invoices have to be booked for all sorts of reasons (recovering VAT for example) but may need to be held for payment. I do find it extraordinary that Xero have no plans to introduce this.
-
540 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…
Paul Wakefield
supported this idea
·
An error occurred while saving the comment Paul Wakefield
commented
This is a business critical function for several clients
Re Peejay Moody comment, I would argue it is not even 3rd party software any more as, per the post below, Xero own it.