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1. Sales Invoices- Flag as 'in dispute / query'

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   submitted  ·  142 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Heather Heward commented  ·  20 May, 2023  ·  Edit…  ·  delete…

   I agree with Sara and with all the other comments.

   Can I ask why, on every issue I have with Xero, the feedback from Xero is 'we have no plans to do this'...?

   Disputed invoices/more refined access levels for staff/holiday management starting at financial year not calendar year/etc are essential areas in any accountancy software. If this lack of response continues I am seriously thinking of taking my business elsewhere.....

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   Heather Heward supported this idea  ·  20 May, 2023

2. Bills - Flag a Bill as 'in dispute / query'

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   281 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
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   Heather Heward commented  ·  14 February, 2023  ·  Edit…  ·  delete…

   This is critical for a business. Due to the lack of a flag I have made the decision not to post the disputed supplier invoices, just to make sure it doesn't get paid accidentally. How is that right? This should be a standard function for any accountancy software. Come on Xero, sort this out!

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   Heather Heward supported this idea  ·  14 February, 2023