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  1. Dashboard - Awaiting Approval in Bills Section

    24 votes

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    12 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing the needs in seeing awaiting approval invoices and bills from the Dashboard.

    We'll soon be rolling out our new Homepage experience. The team have put a lot of work into designing the new widgets with our customers front of mind.

    Within the new Tasks widget you'll be able to get a quick snap of invoices (and bills) awaiting approval, and from the 'Invoices owed to you', and 'Bills to pay' widgets you can get a quick understanding of the # of invoices or bills awaiting approval and amounts associated to them.

    Try it out in the demo company now and I'll be back to share when it's fully released 😊

    Nevin Lau supported this idea  · 

  2. 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.

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    Nevin Lau commented  · 

    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!

    Nevin Lau supported this idea  ·