New invoicing - Show invoices with "includes Adjustments to Tax"
In Classic views if there was an Adjustment to Tax it was quite obvious when the Invoice (or Bill) had an adjustment to tax. Compare that to the new Invoice screen where there is nothing showing that this adjustment exists.
It must be sitting in the database somewhere as its shows in classic invoicing.
Could this be added back into new invoicing plus could there be a report or filter that could show invoices or bills that have an adjustment to tax?
Hi everyone, apologies we've not updated you on this idea sooner.
Where you're using the UK or Global editions of Xero it is possible to manually adjust the tax amount of individual lines of your invoice with new invoicing. This is slightly different to classic where you would adjust the overall tax amount of the invoice.
If the Tax Amount column isn't shown already, click the show/hide fields button where you'll have the option to check this - While this column is possible to view for all orgs, as with classic invoicing only UK and Global editions will find the option to edit the Tax amount of your invoice lines.
-
Elana Nazarova commented
just discovered that there is no this feature on the new invoicing. Xero, why?!
-
Katherine Mcdougall commented
The new invoicing this needs to be added, We do bulk invoices and we do the manual tax adjustments, where can this be found if we can not edit it in the new invoicing anymore
-
John Knight commented
This Make manual tax adjustments from the invoice subtotal is a useful feature as when I need to alter the tax value due to importing from our own system (which handles tax calcs slightly different) it would be useful to be able to alter it by a few pence for the whole bill rather than on each line.