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4 results found

  1. 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.

    Zac Salter Coleman supported this idea  · 

  2. Bills - Option to unapprove

    616 votes

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    92 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

    Zac Salter Coleman supported this idea  · 

  3. Report Templates - Ability to add any report

    299 votes

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

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Zac Salter Coleman supported this idea  · 

  4. Reporting - Allow Tracking Reports to be Edited

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Zac Salter Coleman shared this idea  ·