Settings and activity
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1,296 votes
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…
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Tanya Harris
supported this idea
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An error occurred while saving the comment Tanya Harris
commented
Whilst greatly appreciate your comments, none of the above are really a workable solution compared to just flagging an invoice in query.
All other accounting software I have used for commercial businesses have included this feature as a mainstay for purchase ledger processes
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540 votes
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;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- 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…
An error occurred while saving the comment Tanya Harris
commented
This is so needed for bills / supplier invoices, and critical to businesses that are buying multiple items from suppliers and is present in all of the previous accounting systems I have used in larger commercial businesses. I can't believe it isn't already a function as it's a mainstay when working in purchase ledger.
It will allow for pricing queries to be resolved without losing sight of the invoice by not posting it, but prevent it from being accidentally paid on a payment run.
Tanya Harris
supported this idea
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It is a fundamental process within accounts that regularly happens where bills are disputed, incorrect items may have been delivered, the price not as quoted, quality issues, timing issues, and a heap of other reasons.
It is a standard process to add bills onto the system, so as they are where they should be as a liability, but to mark them as disputed, so that they are not paid until issues are resolved.
Whilst your suggestions above all sound reasonable, they are not of any use in this matter whatsoever.
I am not sure of the point of this forum, as despite 1470 votes on this idea alone - it is blatantly not being listened to by Xero and they are not resolving the issue.
It is not a nice to have feature, it is fundamental to the credit control system