Settings and activity
3 results found
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1,167 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…
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Lu Fan
commented
Adding the feature of flagging a bill as "in dispute" on Xero will not only streamlines the process but also enhance control over the payment workflow, ensuring that the relevant invoice is excluded from the payment run, preventing any inadvertent transactions. I believe it is an essential feature of an accounting software, so please do something for it.
Lu Fan
supported this idea
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219 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Lu Fan
supported this idea
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An error occurred while saving the comment Lu Fan
commented
The addition of an accounting period feature on Xero will be an essential enhancement that significantly elevates the usability of the platform. it will allow users to enter invoices dated in the previous month into the current period without changing the invoice date, eliminating the time spent on solving queries from suppliers. Please do something about it!
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228 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Lu Fan
supported this idea
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Apart from the critical feature to be added (Bills - Flag a Bill as 'in dispute/query'), could you please also seriously consider the following basic accounting software functions:
1. Accounting period instead of Lock Dates. This will allow the invoice date to remain as its original date rather than change to the 1st of the following month.
2. Flag duplicated invoices to avoid overpayments and save time on chasing suppliers for a refund.
3. Flag invoices to be collected by Direct Debit to avoid these invoices to be included in a payment run.
4.Increase the number of items that can be included in a batch when making payments. We currently have to create 2-3 batches every time!
5. Add a report function for the payment run, so there will be a list of payments detailing the supplier name, invoice number, invoice date, and amount. Currently, we have to copy and paste all the transactions into a spreadsheet to check for duplicated invoices, etc., before sending them for approval for audit purposes, and it is time consuming!
6. Under Contacts, add each school's name beside each transaction instead of running a report when suppliers are on the phone asking questions. We found the report is difficult to use, as it does not total the sum if there are multiple lines on one invoice!