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1,469 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…
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Jim Gooch
commented
I'd go further and say that this needs to operate at Bill level and also at Supplier level.
Bills. Some people have suggested leaving Bills unapproved as a workaround. The big problem with leaving them unapproved is that they don't then hit the purchase ledger. All bills need to hit the ledger asap but if there is some dispute they need to be flagged to ensure they are not paid until resolved. Our workaround is to post them to correct Supplier then move them to a dummy supplier named - "Disputed Items" - and back again when resolved but this is hardly ideal.
Supplier. When running a Quality Management system a Supplier can become unapproved due to failure to provide essential documentation. In this state it should be impossible to raise a PO against them and/or existing bill payments may be witheld but again there is no flag that can be set to achieve this. Yes you could use "Groups" as a quasi flag but it would only alert those that are alert enough to see it and not physically block the things it should block.
Come on Xero sort it ASAP.
Jim Gooch
supported this idea
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"Marking a customer or supplier as in dispute serves no purpose."
It does serve a purpose on supplier side if you are running a Quality Management system and a previously approved Supplier hasn't provided renewed documentation as an example. Here you may have outstanding invoices but don't wish to raise any further POs until the approval has been renewed.
The exact detail of whats needed is however a little irrelevant at this stage as Xero don't seem to see this as at all important even though it was raised years ago. Even Sage has it!