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Draft Bills

It is important to check that all purchase bills have been posted into the ledgers in Xero.  If you have draft bills they are not included in the ledgers and do not form part of the aged payables reports, profit and loss or get added into the VAT return.

As you can tell from the above something as simple as forgetting to approve a bill can impact the VAT, cash and profit being displayed for a client.  What can often happen is that the ‘missing bill then ends up getting posted twice as someone will notice it is missing and post it again while someone approves the original transaction.  If you forget to approve bills you run the risk of not paying suppliers on time and effecting the supply chain.

Hindsight will check the accounts payable ledger for each client everyday and prompt you when there is an bill with draft status.  If you would like more control over when these bills appear you may wish to consider upgrading to the paid plan where you can decide how long a bill is draft before it is flagged, the priority of the alert, who it is assigned, Xero hotlinks and the ability to easily download the transactions for sending to a client.

Once you have checked the bill and approved it you can click on the complete button to let Hindsight know that you have tackled the alert.

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