Settings and activity
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7 votes
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Anna Tapine
supported this idea
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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…
Anna Tapine
supported this idea
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89 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Anna Tapine
supported this idea
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51 votesAnna Tapine
supported this idea
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When you save a report as custom and have ALL Accounts selected, or ALL for a tracking category, and then later add more accounts or options to tracking category, these are not included when you next run the report. It only includes those that were active at the time the report was created.
Please change this so ALL remains as ALL for any selection, whether current at the time the report was created or not.
And show ALL rather than x Accounts Selected so you can quickly see if all accounts / tracking or not.