Settings and activity
5 results found
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1,272 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…
An error occurred while saving the comment 
Ben Bayley
supported this idea
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535 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…
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696 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Ben Bayley
commented
Hi,
I'd like to suggest a new feature: the ability to add a custom tag to invoices directly from the invoice screen, pulled from a customisable list — similar to how Tracking Categories are set up in settings.Once applied, the tag would be visible in the Invoice List view, in the same way "Auto pay offered" is currently displayed for repeating invoices under the Repeating tab (see attached example). This would let us flag invoices for reasons such as being under dispute, subject to a query, or requiring follow-up, without needing to dig into each transaction individually and look at notes.
It would also be great to have the same functionality available on the Bills screen, so we can tag bills for similar reasons (e.g. "on hold," "under query") to help prevent them from being paid in error.
Thanks for considering this — I think it would be a genuinely useful addition for anyone managing higher volumes of invoices and bills and something that we consider a critically important and urgent need in the platform for our businesses.
Ben Bayley
supported this idea
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10 votes
An error occurred while saving the comment Ben Bayley
commented
The find and match screen for received payments of invoices is too small. You are constantly having to scroll up and down the list and back and forth between the next screen when you have 50 or so invoices to match to one payment. Can we please make this screen expandable and include more transactions. Thanks
Ben Bayley
supported this idea
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921 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Ben Bayley
supported this idea
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This is great Alex, thank you. I've started a thread for the same options for Invoices