Settings and activity
3 results found
-
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…
An error occurred while saving the comment 
Angela Meakin
supported this idea
·
-
485 votes
An error occurred while saving the comment Angela Meakin
commented
I think this is critical, for both customers and suppliers, so that when raising payments we need to know if these invoices are disputed, otherwise they could be paid by mistake
Angela Meakin
supported this idea
·
-
408 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
…
An error occurred while saving the comment Angela Meakin
commented
Again we do not email from xero and just use the approve only function, I think it would be much better if you could change it in settings to your organisations settings as not every organisation works in the same way, also I would like to point out, I prefer the classic invoicing layout
Angela Meakin
supported this idea
·
Need a flag to show a bill has been disputed or in query so that it is not paid in error