Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PM
Can one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).
For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I see there is a way to "save as a draft or published"report but get the sense it does not contemplate what I describe above. A "what if " type exercise is one way to characterise it. Thank you
Paul Hodges (Xero)
Hey Dave
Although you can include Draft invoices and bills in the Receivable and Payable Invoice Summary reports, you can't currently report on the effect un-approved items would have on your accounts.
You might like to share this idea with other users on our Product ideas site, as this is helps our Product team to consider future changes.
Tuesday, 22 August 2023 9:31 AM
Dave Andrews
shared this idea
