Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after extraction to £0 on all voided invoices.
Where this is not practical is when you use look up functions in excel to adjust a master sales record buy looking up onto the data from xero extracted daily. That look up will constantly return the £1234 value of a voided invoice of the source data from Xero.
You can then only change the master record to £0 taking the formula out of the cell. But each time the formula is updated for the cell range - this again means all the £1234 values pop back up and you go round the circle again.
The only real fix is to stop the Xero data containing a value for voided invoices. So you need to be able to edit them or they should show £0 value in the invoice reports.
Sally Stubbs
shared this idea
Hi Sally, thanks for your feedback and sorry it's taken so long to come back to you here. While Voided invoices are included in the Receivable Invoice Summary report, you can add a filter within the report for Status to only include those that you'd want to see in the reports results. This way you could leave Voided unchecked.
To save you having to set the report up each time you could then save the report as custom.
