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'New Invoicing - Show excluding totals like Classic did' has been merged into this idea

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New invoicing - Ability to view as tax exclusive (when entered inclusive)

In the "New version of Invoicing" disappeared an amazing function - when you open an invoice after it has been approved, it always displays as tax exclusive, even if you entered it as tax inclusive. In the new version if you approved an invoice tax inclusive it ONLY shows it as tax inclusive. Can you please add the feature of seeing both versions of the same invoice.
And another feature that disappeared in the new version is to see account number, not just the name of the account. Can you add it back too? And move it back to the same place as it used to be where the amount is, not under the items - very inconvenient and not logical.

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Maria Rowecka shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change. 

We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this. 

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  • Anthony MILLS commented  ·   ·  Report

    Yes agree need to send invoices as the total amount with VAT included, but not showing the vat as a separate entry.
    I work with local councils and they just want the total charge. But I want to identify the vat component of a charge so I can deal with it

  • Emma Leslie commented  ·   ·  Report

    Not being able to switch to see gst exclusive wastes hours of my time as I have to open and calculate manually when reporting and discussing jobs with clients. Please add this ability to view GST exclusive as it was in classic. This, among other frustrations with the New Invoicing, is making me want to move our company away from Xero. The GST exclusive column also should show when exported.
    Thanks

  • Verity Schommer commented  ·   ·  Report

    The main invoices view, where you can toggle between 'All', 'Draft', 'Awaiting Approval' etc. and search, only shows the GST inclusive total ('Due').
    Generally speaking in day-to-day business you only ever want/need the GST exclusive amount, but at the moment you have to individually open each invoice to get that amount, or run a report.
    And on an export of a view it only includes the GST inclusive and the GST amount as columns, but doesn't include the GST exclusive amount.

    If you could change that view to easily switch between it showing GST inc. and GST ex. amounts - or even show both at the same time - that would be helpful.
    As a bonus, when you export if it could auto include a 'GST exclusive' column as well.

  • Inline Accounts commented  ·   ·  Report

    New invoicing doesn't show the exclusive total which Classic did. When I'm having to pass accruals, I need the exclusive amount; it wastes time to have to sit and calculate it. Doesn't make sense to be seeing the inclusive values twice. OR allow your paying customers to choose which format of invoicing they prefer.

  • Naomi Gibbins commented  ·   ·  Report

    MUST MUST MUST be able to see invoices in gst exclusive state. Not negotiable!

  • Jessica Buchwald commented  ·   ·  Report

    I'm confused, so are you saying there is no way to fix this? I have receipts that I'm taking photos with on the app and entering the data in only to have the taxes not match, what is the point of having an app if you can't use it because it can't calculate the taxes correctly? I see it's been almost a year since people have been asking for this to be fixed, is it fixed yet? Thank you.

  • Lisa Samaha commented  ·   ·  Report

    Please Please Please change this. It is Highly Critical for me with other company reports.
    Not having this or having to open the preview adds time making everything less efficient for me.
    The GST component is not revenue.

    If you want to keep Pty Ltd companies as a customer this is highly crucial. We have monthly reporting that goes beyond Xero and becoming less efficient for deadlines is Not an option.

  • Lisa Keen commented  ·   ·  Report

    New Invoicing. If we can not view invoices in Classic Invoicing from February can you please change it that when you view a invoice it shows the amount is tax exclusive. In Classic Invoice the Amounts are Tax Exclusive but when viewing in New Invoicing the Amounts are tax inclusive. I do not know any bookkeeper that would like this. It is going to be time consuming when want to calculate and add retentions.

  • Paul Harris commented  ·   ·  Report

    i'm not sure what a 'sense of interest' has to do with anything? this functionality is there on classic invoicing - why take it away? there's no logic to it.

    I for one will be switching away from Xero if this is not fixed.

    the new invoicing is a step backwards in every respect. I'm not sure why a product team would risk this sort of move.

  • Lisa Samaha commented  ·   ·  Report

    Hello
    I really need the new invoicing to show the GST exclusive amount when looking back on an invoice. The old invoicing did this. The new invoicing doesn't unless I open the preview, another step and click I need to do. Time is precious. This is critical for other records we keep because the GST component is not part the company's income.
    Please can you make this happen before retiring the old invoicing.
    Thank you

  • Lisa Samaha commented  ·   ·  Report

    Dear Xero team
    The New invoice does not show the tax exclusive amount when I want to go back and look at it. It only shows the tax inclusive amount, unless I look at the preview. I need to see the exclusive amount without adding another step (looking at the preview)
    The old invoicing did this. Can you please adjust. I need to be able to see this it is really important. I need this to happen before you switch on 20.11.24 otherwise there are things that will take me longer to do. Time is precious.
    Thank you

  • Paul Harris commented  ·   ·  Report

    agree with these comments. It's also very difficult to raise this issue with Xero. Why would you make invoicing less transparent? displaying a tax exclusive amount can surely be considered basic functionality.

  • Maki Jozuka commented  ·   ·  Report

    The old invoice is much easier. Needs GST ex or Incl to be able to click either way. nothing should be hidden. Needs to be user friendly. Way too large to manage the single screen. Also should be like old invoice for add payment system.

  • Debra Hall commented  ·   ·  Report

    New Invoice Layout
    The old invoice is much easier. Needs GST ex or Incl to be able to click either way. nothing should be hidden. Needs to be user friendly. Way too large to manage the single screen.