Settings and activity

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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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   Dominique Brown commented  ·  14 June, 2023  ·  Edit…  ·  delete…

   I agree this is business critical , there needs to be a flag to mark a purchase invoice in dispute so it doesn't come up on an automated payment run . The risk here of making a disputed payment is high . Our ability of being able to control this within Xero is low . Very surprised that this basic functionality isn't available.

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   Dominique Brown supported this idea  ·  14 June, 2023

2. Financial Settings - Custom accounting periods/calendars

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   submitted  ·  5 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Dominique Brown shared this idea  ·  13 June, 2023

3. Manual Journals - Assign Contact name to journal

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   177 comments  ·  Reports & tax » Manual journals  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.

   We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.

   While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.

   Dominique Brown supported this idea  ·  13 June, 2023
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   Dominique Brown commented  ·  13 June, 2023  ·  Edit…  ·  delete…

   This is a very useful add in and helps analysis /budgeting / cash flow etc . I've seen this categorisation work really efficiently with Transaction reporting saves time having to tidy data and using Management accounts products . A lot of other systems have this functionality - can Xero catch up ?

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