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24 votes
Hi community, as much as we were amped to share that there was work begun to solve for the idea, unfortunately this has been pushed back for now while the team get through a few other developments that are taking priority. As soon as there's change or news to share around the Account Watchlist we'll update you on this, here.
An error occurred while saving the comment -
1,467 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…
Scott Wilson
supported this idea
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An error occurred while saving the comment Scott Wilson
commented
Its an obvious change to all business's as a reminder to not chase, chase a resolution internally or advise other staff to leave alone
This avoids immense embarrassment and/or potential customer loss -
235 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment Scott Wilson
commented
Our users ocassionally forget to enter tracking--important field if using this feature--surely easy to put a "reminder" feature to this.
I am aware of adding as standard to a customer/supplier but some are multiple category.Scott Wilson
supported this idea
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Hi just joined this discussion regarding "watch List" change order.
Obvious really that the order can be sorted by account code because most business's have their codes sorted in numerical number dependant on type, eg sales grouped, overheads grouped, Cost of sales grouped etc.
Not sure why many other reports in xero are easy to sort differently when lists are shown.