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…
100% this should be a feature. I have been asking for this for years! Years ago on Sage (desktop), this was an easy switch on / switch off flag button. Countless errors occur when clients pay invoices from PDF Aged Payables report and forget that there is a dispute on some, then pay them by mistake.
It's a bookkeeper's nightmare then to unpick the payments made, what the real overdue invoices are and remember what the originally disputed invoices were......I am having to export Aged Payables report to csv/excel, reformatting the cells to highlight which ones are disputed but I have to refer to my other spreadsheet (the log of disputed invoices) to remember which ones I need to highlight in the new report BEFORE I send it to my client. Seriously time consuming and it really doesn't have to be. Please please please, make this a priority on the next roll out of updates - I beg you! Thank you.
Abby Anderson
supported this idea
·
100% this should be a feature. I have been asking for this for years! Years ago on Sage (desktop), this was an easy switch on / switch off flag button. Countless errors occur when clients pay invoices from PDF Aged Payables report and forget that there is a dispute on some, then pay them by mistake.
It's a bookkeeper's nightmare then to unpick the payments made, what the real overdue invoices are and remember what the originally disputed invoices were......I am having to export Aged Payables report to csv/excel, reformatting the cells to highlight which ones are disputed but I have to refer to my other spreadsheet (the log of disputed invoices) to remember which ones I need to highlight in the new report BEFORE I send it to my client. Seriously time consuming and it really doesn't have to be. Please please please, make this a priority on the next roll out of updates - I beg you! Thank you.