It would be beneficial to search for a customer by their assigned account number when reconciling the bank payments.
Some customers use their account number as a payment reference, rather than their name, which means I have to go through the process of coming out of the banking dashboard and searching through the contacts, to then go back into the bank reconciliation page. This becomes very time consuming when reconciling many payments.
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…
Katie Gaughan
supported this idea
·
It would be beneficial to search for a customer by their assigned account number when reconciling the bank payments.
Some customers use their account number as a payment reference, rather than their name, which means I have to go through the process of coming out of the banking dashboard and searching through the contacts, to then go back into the bank reconciliation page. This becomes very time consuming when reconciling many payments.