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915 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
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Neil Phillips
commented
Xero should fix the problem.
My solution is to set the Due Date forward by 2 years, that way when I filter for the payments due this week it will be omitted and gets around the issue of not using the proper invoice number and missing duplicate processing.
Once the issue is resolved, I then reset the due date back to the original date or credit the invoice.
You can then also filter on disputed invoices by for example filtering for due dates more than 2 months old (in case there are really old disputed items
An error occurred while saving the comment Neil Phillips
commented
I emailed ceo@xero.com on 31 May and got a call back about this, with a promise that they would get the AP team to respond but nothing to date.
A post was made to this forum but it seems to have disappeared.
Need to do the same with the twin thread for dispute flags on sale invoices.An error occurred while saving the comment Neil Phillips
commented
Just had a pop up asking me what I thought of the new Bills layout.
Replied that as a customer I would prefer to see investment in functionality than cosmetic changes. If anyone else gets the feedback request maybe make similar comments and refer back to this item. Might get back to the programmersNeil Phillips
supported this idea
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An error occurred while saving the comment Neil Phillips
commented
Hi helen
Fully agree.
For us we set the due date about 3-4 years in the future, we select invoices for payment by the due date. This way you can continue to get alerts for duplicates.
You do have to remember to reset the due date once issue resolved.
Not sure why we have to think of work arounds for a standard accounting feature.
NeilAn error occurred while saving the comment Neil Phillips
commented
Hi Joan
We had the same issue but rather than deleting the invoice, we set the due date far into the future so if selecting bills for payment based on the due date, it wouldn't be selected. Then once dispute settled, can either reset the due date, change the amount or apply a credit note.
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7 votesNeil Phillips
shared this idea
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398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Neil Phillips
supported this idea
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2 votesNeil Phillips
shared this idea
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Hi Stuart
Fair point.
Most of the disputes are for the full invoice and even if only for part, withholding payment of the full invoice gives the supplier an incentive to resolve the issue.
Neil