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Short term cashflow - Option to include draft invoices

Option to include draft invoices in the short term cash flow

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Claire Bennellick shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for supporting the idea here, everyone. You may have started exploring our new Analytics cash flow manager tool 😊 - Though we don't have plans for developing the older short term cashflow to include draft invoices, with cash flow manager you can select to include draft invoices in your cash flow view.

By default, draft bills and invoices are deselected, however from the Manage cash in tab you can click the Table options to check and include these.

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  • Nicola Links commented  ·   ·  Report

    Agreed, this would be very useful. We issue all project invoices at project initiation, so integrating them into the STCF would be ideal. Currently, I add them manually, which is time-consuming and room for error.

  • Laura Hicks commented  ·   ·  Report

    I agree, this would be very useful!

    Many thanks

  • Ivan Romanov commented  ·   ·  Report

    When we receive the PO from the customer, we move the invoice and appropriate bill to the draft until the project has a starting date. When the project starts, we move invoices to the waiting approval, and only when the project is complete do we send the invoice to the customer and move it to Waiting for Payment.

    If you could introduce an option to see drafts and Waiting Approval, we would be able to use Xero cash flow immediately!

  • Mark Ferguson commented  ·   ·  Report

    We operate in a project environment were we prepare draft invoices in advance for contracted milestones/progress payments. The amounts/items/due dates may get tweaked over time but for us they are a very good indicator of future revenue and timing. The Analytics Plus Short-term Cash Flow projection would be even better if there was an option to include these draft invoices.