Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Profit & Loss - Include bills Awaiting Approval

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Viktor Sogojeva supported this idea  · 
    An error occurred while saving the comment
    Viktor Sogojeva commented  · 

    I would understand if it was for PO, they don't need to posted to P&L directly, they should be Journaled as a reversing accrual. But the Awaiting Approval should be in P&L but not shown on your payment run.