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1,167 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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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
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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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12 votesNeil Phillips
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484 votesNeil Phillips
supported 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