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…
We recently paid an invoice that was in dispute by mistake, which forced us to find a workaround. Here are the methods we considered:
Keeping bills in draft or awaiting approval, but this prevents the amounts from showing in reports.
Using the planned date field, only completing it if the bill isn't under query.
Adding a comment in the reference field.
Currently, we use both the planned date and reference field methods, as relying solely on the planned date isn't robust enough. However, this approach requires editing the invoice to change the reference each time a condition is met, which is cumbersome and doesn't prevent the invoice from being paid.
I'm not a computer expert, but it seems a simple tick box to mark a bill as "not to be paid" along with a warning banner would suffice. This feature should be a high priority, given the interest from users, as evidenced by the votes on this post (and potentially others on the same topic, splitting the vote). The additional time wasted on workarounds by thousands of users for something seemingly straightforward is baffling.
For comparison, I found that in Sage, you can simply click "dispute" and select a reason. Voila.
If anyone else has other workarounds, please share them with the group as It looks like we'll need to find our own solution to this issue!!
Debbie Jones
supported this idea
·
We recently paid an invoice that was in dispute by mistake, which forced us to find a workaround. Here are the methods we considered:
Keeping bills in draft or awaiting approval, but this prevents the amounts from showing in reports.
Using the planned date field, only completing it if the bill isn't under query.
Adding a comment in the reference field.
Currently, we use both the planned date and reference field methods, as relying solely on the planned date isn't robust enough. However, this approach requires editing the invoice to change the reference each time a condition is met, which is cumbersome and doesn't prevent the invoice from being paid.
I'm not a computer expert, but it seems a simple tick box to mark a bill as "not to be paid" along with a warning banner would suffice. This feature should be a high priority, given the interest from users, as evidenced by the votes on this post (and potentially others on the same topic, splitting the vote). The additional time wasted on workarounds by thousands of users for something seemingly straightforward is baffling.
For comparison, I found that in Sage, you can simply click "dispute" and select a reason. Voila.
If anyone else has other workarounds, please share them with the group as It looks like we'll need to find our own solution to this issue!!