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4 results found

  1. Notifications - Email/notification when items are Awaiting Approval in Xero

    339 votes

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    submitted  ·  143 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Vale Admin supported this idea  · 

  2. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    115 votes

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    submitted  ·  65 comments  ·  For small businesses » Business features  ·  Admin →
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    Vale Admin supported this idea  · 

  3. Profit & Loss - Include bills Awaiting Approval

    45 votes

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    15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.

    These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.

    Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.

    We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.

    Vale Admin supported this idea  · 

  4. Invoices - Unapprove option

    492 votes

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    submitted  ·  162 comments  ·  For small businesses » Business features  ·  Admin →
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    Vale Admin commented  · 

    This function is a must for Bills & Invoices - the copy & void workaround does not work - it is time consuming and leaves room for user error.

    Vale Admin supported this idea  ·