Settings and activity
7 results found
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4 votes
Florence Pua
supported this idea
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22 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
Florence Pua
supported this idea
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7 votes
An error occurred while saving the comment Florence Pua
supported this idea
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42 votes
Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
Florence Pua
supported this idea
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246 votes
An error occurred while saving the comment Florence Pua
commented
It would be great to be able to link bills that were forwarded to Xero via emails to their corresponding purchase orders. Correct me if I'm wrong, but the only way I'm able to link bills to the purchase orders is by copying a purchase order to a bill.
Florence Pua
supported this idea
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1,178 votes
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…
Florence Pua
supported this idea
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183 votesFlorence Pua
supported this idea
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The "Bills not assigned to project" in the menu of the 'Bills to pay' page is helpful in processing. But I have been trying to find a way to filter the bills that has been assigned to a project. Trefor's suggestion of a project filter in the Bills' list view would be great for if you have to look for a specific invoice that has been assigned to a Project.