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

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   369 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

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   Greer Williams commented  ·  03 November, 2023  ·  Edit…  ·  delete…

   The ability to put a flag or star next to a bill within the 'Bills to Pay' list would be so helpful!!

   My ideal time for use would be when I'm awaiting a credit note to come in for the invoice - the bill needs to be entered, but I don't want to pay it when it becomes due as I'm waiting for the credit note to arrive. If the credit note isn't here when the bills is due, then it's time for me to follow up with the supplier!

   As so many others have said - why isn't this feature already here!? A simple 'flag this invoice' button with an optional notes section is all that's required (in my opinion, anyway). Given the complexity of Xero I feel like this addition would not be that hard... but I don't do software development so what would I know 😂🤷‍♀️

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   Greer Williams supported this idea  ·  03 November, 2023

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

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   148 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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 will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   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… more

   Greer Williams supported this idea  ·  03 November, 2023
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   Greer Williams commented  ·  03 November, 2023  ·  Edit…  ·  delete…

   The ability to put a flag or star next to a bill within the 'Bills to Pay' list would be so helpful!!

   My ideal time for use would be when I'm awaiting a credit note to come in for the invoice - the bill needs to be entered, but I don't want to pay it when it becomes due as I'm waiting for the credit note to arrive. If the credit note isn't here when the bills is due, then it's time for me to follow up with the supplier!

   As so many others have said - why isn't this feature already here!? A simple 'flag this invoice' button with an optional notes section is all that's required (in my opinion, anyway). Given the complexity of Xero I feel like this addition would not be that hard... but I don't do software development so what would I know 😂🤷‍♀️

   Save Submitting...