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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Stuart Isbister
supported this idea
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1,247 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…
An error occurred while saving the comment An error occurred while saving the comment Stuart Isbister
commented
Just to note my workaround for this which largely suffices and in particular with the new reporting could work for others (BTW not letting Xero off the hook for this) but just in case others might find it helpful.
I think putting a false date in the future is the wrong workaround - particularly if only part of the invoice is in dispute/needs to be held or the invoice needs to have its VAT reclaimed.
What we do is append the invoice no. with a '-W' (for Wait) and then if there is a specific amount might put 'W-70' (for instance) it appears to stand out pretty well as as long as we remember to remove the W when no longer in dispute (in the same way as an 'unclog' needs to be actioned.
It would help if Xero could explain the technical challenge here though as it does look like this is being ignored.An error occurred while saving the comment Stuart Isbister
commented
Hi Kelly
As Denise commented this is not a helpful response. You need to say WHY you have no plans to to develop - particularly as it is clearly need by so many and is a feature of other systems. You need to remember that the vocal ones on here are just the tip of an iceberg.Stuart Isbister
supported this idea
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44 votesStuart Isbister
supported this idea
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646 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Stuart Isbister
supported this idea
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524 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Stuart Isbister
supported this idea
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756 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Stuart Isbister
supported this idea
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62 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
An error occurred while saving the comment Stuart Isbister
commented
Agree totally with Paul-John (although not dissimilar with many new SASS companies who appear to be more focussed on other things).
Also related request would be the ability when posting an idea to see if similar ideas had already been posted and a smarter search - people's terminology differs and I suspect this affect people's interaction with this community too.
Also when one of your articles cites a idea/poll then the link should be direct to that idea not the community home page - leaving us to try and work out which one it is.
Finally there should be a filter which allows us to exclude ideas that are country based (and by definition exclude the country)Stuart Isbister
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32 votesStuart Isbister
supported this idea
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What would be transparent and informative Kelly is some insight into why 'bills list views' (which seems fine to me) and 'updating add/edit bill pages' (which again seems fine to me) should be prioritised over this much wanted but missing feature.
What I guess we'd love to know is if there is a TECHNICAL issue regarding it that we may not be aware of or something else. Given that we've all had to wait so long for this surely we deserve this?