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  1. Contacts - Option to put a Stop/Credit Hold on customer accounts

    67 votes

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    submitted  ·  33 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Natasha Delport commented  · 

    The function has not been implemented yet. Nothing has been done to support the XERO users. Thank you for your reply.

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    Natasha Delport commented  · 

    Karren Williams, This is major disappointing to hear that you have been struggling over 10 years with XERO and they have not given this Issue any attention. This makes me think about other options.

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    Natasha Delport commented  · 

    David, I agree. Once over their terms zero should Stop supplies to the Customer, same when they have reached the credit limit. That is why the function is there. I feel Zero should respond to the Terms and Credit limit. It is Critical.

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    Natasha Delport commented  · 

    This is such an important function in Debtors. What is the meaning of getting a credit limit if Xero keep on supplying over the limit. Xero should have the option to stop supplying a customer when the limit is reached or at least before they reached the credit limit. Once an invoice is created, there should be a pop up message that tells you - Customer reached credit limit. Then it should be up to the Debtors / Financial Manager to Approve/ release the invoice.

    Natasha Delport supported this idea  · 

  2. Bills - Revert from Awaiting Approval back to Drafts

    119 votes

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.

    Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.

    An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.

    We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.

    The bills approval flow work is in flight right now, and I’ll be back with news when this is released.

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    Natasha Delport commented  · 

    This would help if you could move the invoice back from await payment to draft or await approval. So many times I get people asking me to move the invoice back to await approval. This would be a huge step in the right direction. A lot of companies would benefit from this.

    Natasha Delport supported this idea  ·