Quick Fixes 34 – How to separate invoices in “dispute” on Xero

Option 1: Grouping Disputed Invoices by Contact

1. Go to Contacts
2. Click Create Group → Name it Dispute
3. Add the customer or supplier to this group
4. Go to Accounting > Payable Summary
5. Filter the report by Contact Group → Click Update

Option 2: Using a Tracking Category for Individual Invoices

Best for when only specific invoices are under dispute.

1. Go to Advanced Accounting > Tracking Categories
2. Create a new tracking category called Status and add an option: Dispute
3. Open the specific invoice under dispute
4. Assign the Dispute status in the tracking category
5. Go to Receivable Summary Report
6. Filter by Tracking Category (Status: Dispute) → Click Update

I hope you found this tutorial helpful! You can watch a video tutorial below.

Subscribe to the channel for useful videos. Have a question? Please send me a Xero question via form.