Settings and activity
2 results found
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23 votes
Nevin Lau supported this idea ·
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45 votes
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.
An error occurred while saving the comment Nevin Lau supported this idea ·
Wanted to bump this idea as the current Xero configuration is very frustrating. Please allow clients the function to include bills "awaiting approval" in the P&L!