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  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.

    Tania Woodhouse supported this idea  · 

  2. Credit notes- bulk allocation

    427 votes

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    submitted  ·  163 comments  ·  For small businesses » Business features  ·  Admin →
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    Tania Woodhouse commented  · 

    I have just switched to Xero and can't believe that there is no function to apply credits in bulk, or that they are not able to be matched from the bank payment reconciliation screen along with outstanding invoices, we have many of these as well as overpayments a month, and having to apply these individually is taking more time than I am saving with the other features of Xero! The reason we switched is to free up time and now this has not happened!

    Tania Woodhouse supported this idea  ·