Settings and activity

3 results found

1. Bills - Ability to allow multiple levels of approval for bills

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   submitted  ·  58 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Maya Kemp commented  ·  10 March, 2023  ·  Edit…  ·  delete…

   Definitely need this function! I don't understand the submit for approval function when you can't choose who you want to submit to.

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   Maya Kemp supported this idea  ·  10 March, 2023

2. Invoice - Assign a specific approver for each invoice

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   submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Maya Kemp supported this idea  ·  02 September, 2022

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

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   145 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

   Maya Kemp supported this idea  ·  02 September, 2022