Help centre · Accounts
How does “What the board tells you it cannot see” work on the Proformas page?
Open this screen in Saral/accounts/proformas
Payments posted straight to the proforma account before Saral recorded proformas are listed as not recorded, and Adopt as proforma brings one under the register. Where Xero's balance on the account differs from the advances listed, a note says so — usually a manual journal on the account, which the list cannot see. Where Xero has not been told to allow payments on the account, a banner says which companies, with Enable payments for those who have Accounts settings access. If the Xero payments could not be read, the board says they are unknown rather than showing nothing. Where: Proformas (/accounts/proformas).
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.