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1. Invoices/Bills - Feature to 'write off' as bad debt

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   13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

   Karlie Cornish supported this idea  ·  02 February, 2023

2. Sales Invoice - Ability to lock individual invoices and credit notes

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   1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Totally understand it won't suit all circumstances - With no current plans to add individual locks per invoice, perhaps the Invoice Only Draft role may be appropriate for some users and reduce the # of users in the org with the ability to edit approved invoices? 

   Another way to keep an eye on who which users are making changes to approved invoices would be to check the History & notes. 

   Karlie Cornish supported this idea  ·  02 February, 2023
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   Karlie Cornish commented  ·  02 February, 2023  ·  Edit…  ·  delete…

   To eliminate some accidental, editing of sent invoices by those learning or lacking the understanding of the system.

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