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  1. Profit & Loss - Include bills Awaiting Approval

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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.

    Raj John supported this idea  · 
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    Raj John commented  · 

    I have worked with few packages in different firms and none of them had this issue. Every bill processed goes into P&L regardless of being approved or not.
    I am surprised Xero has not fixed this issue yet. Worth looking at other packages like Myob or Greentree.