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  1. Invoicing - Add Expected Invoice Payment Date within Invoice

    89 votes

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    submitted  ·  26 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Lynn Davidson commented  · 

    Agreed. Hopefully this box can be added back to the side of the note section. We used this daily for our credit control procedures and now have to open up a second page to add expected date from the invoice list. Its adding time to the process

    Lynn Davidson supported this idea  · 

  2. Invoicing - Add attachment to sales invoice notes

    7 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Lynn Davidson shared this idea  · 

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

    508 votes

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    145 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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;

    1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
    2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
    3. 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…

    Lynn Davidson supported this idea  · 

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

    1,225 votes

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    309 comments  ·  Purchase orders, bills & inventory » Bills  ·  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…
    Lynn Davidson supported this idea  · 
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    Lynn Davidson commented  · 

    Agreed about the new layout. Its awful

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    Lynn Davidson commented  · 

    Flagging in dispute invoices would be great. The only way we can get round this is to add the word in dispute into the invoice number field which isnt idea. Just an option to add a flag somewhere would be a game changer for us

  5. Batch payments - Back to revert to Awaiting Payments list with selections

    4 votes

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    submitted  ·  2 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Lynn Davidson commented  · 

    I'm surprised more havent voted for this. I pay multiple batch bills and its a pain to click through multiple pages to get back to the bill payment screen.

    Since the latest update I cant even hit control to open a new window in the background so not liking this new version at all.

    Lynn Davidson supported this idea  ·