For small businesses

4730 results found

1. Invoice Payments - Show bank account details with pay by Credit Card option

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."

   I would like to know who these users are who requested that bank account details be hidden from customers. Or is this another instance of gaslighting from Xero?

   I don’t understand why Xero would make these changes, which negatively impact my business. Customers have pointed out that it appears we’re encouraging payment by credit/debit card, which incurs a commission fee—a fee that benefits Xero, as they receive the surcharge! Why should our business face negative customer feedback because of Xero's design decisions?

   I would like the ability to choose how my clients view their online invoices. It’s critical for our business that customers have all the necessary information to make payments accurately! We use third-party software to create and email invoices to customers, but Xero does not allow us to add a PDF, so customers can only view the online version, which hides our bank account details and payment terms!

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by many users… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. New invoicing - option to 'approve and close'

   There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that would please everyone, since that's ALL the invoices??

   There are new options now under 'Approve' on the new Sales Invoice. The majority of my invoices are created post-purchase, so I create the invoice, approve the invoice, then usually need to go back to the Invoices overview. I want to see added 'Approve and return' or 'Approve and close'. Currently it takes me three clicks to get back to the invoices, because I need to click on Approve, then 'Invoices' from the breadcrumb, then to 'All' since it defaults back to Awaiting Payment. (Why doesn't clicking 'Invoices' from the breadcrumb take you back to the All tab?? Surely that… more

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Trudi, while the Business menu option I mentioned in my last update remains the best flow for what you're after here currently.

   I thought it may be useful to share that we've recently released some keyboard shortcuts for common actions in new invoicing that may help improve your efficiency when invoicing. Our product team have added small prompts to highlight these in the product while our customers familiarise, and if you’d like to view the full list of options you can see them all on Xero Central. 

   We'll continue to track the interest in an approve & close option here, and share if there are any changes planned that may impact this.

3. Batch Payment | Remittance - Selective download/send by supplier

   I would really love to have a button where I can download a remittance advice for one certain supplier only in a batch payment transaction.

   5 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Repeating Invoices - Quantity of payments option

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times a repeating invoice should be sent.

   For example, if a customer was on a payment plan of 4 x $500 payments paid fortnightly.

   Currently, if the 'End Date' option was used for this and incorrectly selected, the customer might be under or over charged. Both situations are negative for the Xero customer.

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times a repeating invoice… more

   7 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  4 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Bank Reconciliation - Option to Save a draft reconciliation for completing later

   Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
   eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to investigate further.

   Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
   eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to… more

   8 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. Invoice Email - Ability to edit "Review and pay" banner

   The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.

   7 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  5 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. Projects - Undo button

   Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. Xero Accounting app - Add numerical discount to mobile app invoices

   Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.

   When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.

   •  

   •  

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate your feedback and wanting consistency between the web and mobile functionality.

   While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.

   We'll keep tracking the votes and interest through this idea and update you if there's any news to share.

9. NZ Payroll - Multiple employee bank accounts change in allocation of payments.

   When an employee has set amounts to be paid to multiple bank accounts, if there are insufficient funds to pay the amounts Xero allocates to the lowest amount not the order of the bank accounts. This means that payments like rent can be short paid. It would be good to have a flag notifying you of this and an easier way to reorganise the payments.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. UK Payroll - Allocate leave to different pay period

    Currently, Xero automatically assigns holiday leave to the pay period in which it falls. However, for businesses with a different pay schedule within the tax periods, (e.g., a financial period running from the 6th to the 5th of the month), such as cut off being the 28th of the previous month and paying on the 5th of the month. this can cause confusion and misalignment in holiday pay processing. Employees may receive their holiday pay in a month that doesn’t align with the leave taken, leaving them out of pocket or causing administrative burdens.

    Proposed Solution: Provide an option to assign holiday leave to a specific pay period. For example, if an employee requests leave for 30th of March, the leave pay should be processed in May pay (and not April's), in line with the company’s financial period. This would prevent confusion and reduce the need for manual adjustments, especially for larger teams.

    Benefit: This feature would make it easier for businesses to manage holiday leave for multiple employees, ensuring that leave payments are processed in the correct pay period and improving payroll accuracy.
    It also allows employees to manage their finances much better and have a stable income.

    Currently, Xero automatically assigns holiday leave to the pay period in which it falls. However, for businesses with a different pay schedule within the tax periods, (e.g., a financial period running from the 6th to the 5th of the month), such as cut off being the 28th of the previous month and paying on the 5th of the month. this can cause confusion and misalignment in holiday pay processing. Employees may receive their holiday pay in a month that doesn’t align with the leave taken, leaving them out of pocket or causing administrative burdens.

    Proposed Solution: Provide an option to… more

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

11. Customer Signature for Project time entries

    It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Business features  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. Demo Company - Clear ALL, don't reset, optional data reload and cloning

    This idea has been raised again and again but XERO isn't listening!!!

    The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.

    It's VERY simple to achieve a very useful and flexible feature, by....
    1) Be able to clear all the data in the Demo Company
    2) Make the 30 day reload of useless data optional
    3) Enable cloning of an existing organisation

    We need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore the standard demo company data set or Cloning an existing organisation.

    PLEASE ACT ON WHAT CUSTOMERS WANT

    This idea has been raised again and again but XERO isn't listening!!!

    The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.

    It's VERY simple to achieve a very useful and flexible feature, by....
    1) Be able to clear all the data in the Demo Company
    2) Make the 30 day reload of useless data optional
    3) Enable cloning of an existing organisation

    We need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore… more

    14 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Subscription & support  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Dashboard - Link to a Calendar

    Option to link bill due dates to a calendar, ie iCal, Google, Outlook etc. We use a scheduling program called Flight Schedule Pro for bookings and it has this useful feature.

    •  

    •  

    16 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

14. New invoicing - Show warning if repeat template has been deleted

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix this asap because it's causing a real issue.

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix… more

    •  

    •  

    •  

    5 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

15. New invoicing - Hide Tax Rate column

    In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.

    While we're at it, could we do the same in Billing?

    Thanks

    5 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. UK Payroll - Ability to set pay rates to 2 decimal places

    Please amend pay rates to 2 decimal places

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

17. Payment Services - Add Alipay as a payment service

    Proposal: Integrating Alipay as a Payment Option in Xero

    Overview
    Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

    Key Reasons to Integrate Alipay:

    China is Australia’s Largest Trading Partner

    China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method of payment.

    Providing Alipay as an option makes it easier for Chinese partners to pay invoices promptly, avoiding delays caused by incompatible payment systems.

    Alipay’s Market Dominance

    Alipay is one of the most widely used payment platforms in China, with over 1.3 billion users worldwide.

    It dominates the digital payment landscape, with Chinese businesses and individuals heavily reliant on it for transactions.

    By integrating Alipay, Xero will enable businesses to cater directly to this massive user base.

    Seamless Cross-Border Transactions

    Traditional international bank transfers are often slow, expensive, and prone to errors, especially when dealing with currency conversions.

    Alipay simplifies the process by allowing instant, secure payments while managing the exchange rate in real-time.

    This will accelerate cash flow for businesses and reduce administrative overheads related to tracking international payments.

    Increased Competitiveness for Xero

    Competitors offering invoicing software may already be looking to integrate popular international payment methods.

    Adding Alipay will enhance Xero’s value proposition for businesses that trade with Chinese partners, making it a preferred choice for international companies.

    Facilitating Growth for Australian Businesses

    Australian exporters, particularly in sectors like agriculture, education, gas, manufacturing, and tourism, rely heavily on Chinese customers.

    Allowing payments via Alipay will make it simpler for these businesses to collect revenue, helping them focus on growth and strengthening trade relationships.

    Improving Customer Experience

    For Chinese businesses and individuals, paying via Alipay is familiar, trusted, and easy. This reduces friction and encourages prompt payments.

    Businesses will experience fewer payment disputes or abandoned invoices when their customers can use their preferred method of payment.

    Strengthening Xero’s Presence in Asia-Pacific

    By supporting Alipay, Xero can bolster its presence in the Asia-Pacific region, particularly among small-to-medium enterprises looking to trade with China.

    This strategic move aligns with Xero’s goal to expand its reach and customer base globally.

    Increased Adoption of Digital Payments

    Alipay supports the global trend of moving towards cashless and digital payments.

    Adding this payment option complements Xero’s existing tools for managing invoices, automating payments, and streamlining financial operations.

    Implementation Benefits:

    Reduced Payment Delays: Faster and more reliable transactions.

    Improved Cash Flow: Businesses can access funds quickly and reduce waiting times.

    Simplified Processes: Streamlined currency conversion and automated payment reconciliations.

    Enhanced Customer Satisfaction: A payment method tailored to key trading partners.

    Conclusion
    Integrating Alipay into Xero’s platform will significantly enhance Xero’s appeal to businesses operating with Chinese customers and partners. This move will not only simplify the payment process but also improve cash flow, customer satisfaction, and Xero’s competitive position in the market. By acknowledging the needs of businesses in an increasingly global economy, Xero can continue to be a leader in innovative financial solutions.

    Proposal: Integrating Alipay as a Payment Option in Xero

    Overview
    Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

    Key Reasons to Integrate Alipay:

    China is Australia’s Largest Trading Partner

    China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. Contacts - Keep 'Use as billing address' checked when edited

    When using the new Check box. 'Use as billing address'. If you type in the address afterwards and edit the address. It deletes the the selected checkbox. 'use as billing address'

    Just frustrating as you have to go back in and recheck.

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Financial Settings - Ability to adjust time settings

    Adjust time settings in Xero for accurate timestamp reporting during BST

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Candice, timestamps in your org are set by the timezone set in the organisation's financial settings. From your idea here, would you want to be setting this manually or based off another setting somewhere?

20. Sales Tax Report - Option to filter for tax types

    We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as a UK company would), we need to be able to post the return to the ledger and mark items as included so that entry's after the filing date are flagged in the next return (the way that you can do in the Sage accounting products)

    We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating