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639 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Sue Lyons
supported this idea
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191 votes
Thanks so much for all your support and input on this idea, everyone.
We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.
A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.
We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.
The idea will remain open for votes…
An error occurred while saving the comment -
221 votes
An error occurred while saving the comment Sue Lyons
commented
I have a number of clients who use Xero Projects and having to enter bills via Hubdoc and then edit them within Xero to add the project codes is incredibly frustrating & time consuming.
It seems to be a simple data extraction feed and if it can be done for contact names, account codes etc, I don't understand why it can't be done for project code.
This is a basic requirement and should definitely be implemented urgently - it doesn't sound overly complex to code. I have suppliers who keep putting my clients on stop as we go over various different credit limits. I need to be able to set this in Xero so it flags up when we've gone over and I can make an interim payment.