Settings and activity

4 results found

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

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   submitted  ·  144 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Vale Admin supported this idea  ·  15 March, 2023

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

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   submitted  ·  65 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Vale Admin supported this idea  ·  15 March, 2023

3. Profit & Loss - Include bills Awaiting Approval

   45 votes

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   15 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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  ·  15 March, 2023

4. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

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   Vale Admin commented  ·  15 March, 2023  ·  Edit…  ·  delete…

   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.

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   Vale Admin supported this idea  ·  15 March, 2023