Settings and activity
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2 votes
Hi Linda, this sounds more like something that would be best resolved individually with our Xero Support team directly(you can reach them through the Contact Xero Support option at the bottom of this link).
With the Standard or Advisor user role you should be able to access outstanding bills (supplier invoices) in the organisation.
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Freya Pieroz
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@Kelly I just opened, from the email link, a bill that is scheduled to be paid by the client that I am currently logged into with Advisor privileges. When I click the link in the top left to go to a list of outstanding bills, it requires me to log in (to the client I am logged into in the next tab over, but that's another problem) and then tells me I don't have permission to view it. I've attached screenshots.
Freya Pieroz
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4 votes
An error occurred while saving the comment Freya Pieroz
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For reference with regards to my comment below, here's the Australian government's "Supplier Pay On-Time or Pay Interest Policy": https://www.finance.gov.au/publications/resource-management-guides/supplier-pay-time-or-pay-interest-policy-rmg-417
Basically, back in 2020, our government committed to paying suppliers big and small within 5 days of receiving an acceptable invoice by e-invoicing, or within 20 days of receiving an acceptable invoice by any other method, and if they fail to do so, they automatically become liable for interest on the outstanding amount. Anyone who regularly supplies to Australian government or government entities such as Defence sets their default payment terms accordingly.
An error occurred while saving the comment Freya Pieroz
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Some of my clients deal a lot with Australian government entities, which have standardised payment terms of 5 days and 20 days, depending on the method of invoicing. Neither of these is on the dropdown, and since the payment terms change depending on the method of invoice delivery, I need to choose payment terms based on how that particular invoice is being delivered on that day. I'd like to have the dropdown show the ones I regularly use instead of the ones Xero has chosen.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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14 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votes
Just trying to get a better understanding of your idea here, when you say you want to add extra fields and rubics could you share a little more of what you'd want to add in?
Atm, with an advanced invoice template you can customise the template using the DocX template where you'll find there are extra fields that you can choose to include. If you want a permanent message that will show on all invoices you could add this as static text.
It sounds like advanced invoice templates could possible meet your needs here.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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5 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votes
Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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I still can't see the outstanding supplier invoices either - all my clients get their bills sent to a generic accounts email address, to ensure their bus quotient is >1. That means that ONLY someone logged in to Xero under that generic email address can view the list of outstanding bills that the supplier sends the link to - but NONE of us are logged in with that generic address, because it's generic, and basic information security and the audit trail require us to log in using our own individual log ins with MFA using our own devices.
(Bus quotient or bus factor is the number of people who need to get hit by a bus before the business can no longer function properly. At the moment, for example, the superannuation authorisation limits give us a bus quotient of 1)