Settings and activity
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482 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
Jim Gooch
supported this idea
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538 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…
An error occurred while saving the comment An error occurred while saving the comment 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!