Approve all draft invoice and bills in Xero
Overview
There are a series of steps you need to take to ensure all your Invoices and Bills are Approved in Xero.
This only applies to customers with Xero integrations who have chosen to sync their Invoices and Bills into a Draft state in Xero.
This only applies to V2 of the Xero Dashboard.
Approve invoices
Please note: if any invoices are left in the Draft state in Xero then the accounting entries for these invoices will not be posted in Xero’s accounts.
Log into your Xero account.
From the “Business” menu select “Invoices”.
The sub-tab “Draft” will display the number of Draft invoices in brackets.
Select the “Draft” sub-tab.
All the Draft invoices will be listed. Click in the checkbox at the top to ‘select all’ Draft invoices.
Click the Approve button.
We recommend you select all items on the sub-tab to Approve them together rather than approving individual items one at a time.
Approve bills
Please note: if any bills are left in the Draft state in Xero then the accounting entries for these bills will not be posted in Xero’s accounts.
Log into your Xero account.
From the “Business” menu select “Bills to pay”.
The sub-tab “Draft” will display the number of Draft bills in brackets.
Select the “Draft” sub-tab.
Click in the checkbox at the top to ‘select all’ Draft bills.
Click the Approve button.
We recommend you select all items on the sub-tab to Approve them together rather than approving individual items one at a time.