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

    1,167 votes

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    280 comments  ·  For small businesses » Business features  ·  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…
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    Lynne Huddleston commented  · 

    It would be useful if we could mark a bill as disputed/on hold so that it doesn't get added to a payment run and paid when it shouldn't have been. Not everyone using the software will know if a bill is on hold or not.

    Lynne Huddleston supported this idea  · 

  2. Bills - Assign planned date when entering bill

    18 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Lynne Huddleston commented  · 

    Yes, great idea and a time saver

    Lynne Huddleston supported this idea  · 

  3. CIS - Breakdown on CIS Suffered Report

    18 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

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    Lynne Huddleston commented  · 

    Where more than one payment has been received from a customer that has CIS suffered in the reporting month - to be able to drill down and see each transaction CIS suffered applies to.

    Lynne Huddleston supported this idea  ·