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

    525 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…

    Ganesh Naidu supported this idea  · 

  2. Reporting - Automatic generation and emailing of reports

    769 votes

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    284 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

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    Ganesh Naidu commented  · 

    Hi team,

    Could you please enable a new function on XERO which would automatically generate reports as schedules quite similar to repeating invoices.

    Generating advanced reports and automatically emailing it to specific email addresses would be a great time saver and benefit various users.

    Please try to get this in place at your earliest possible.

    Ganesh Naidu supported this idea  ·