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  1. Please include a "GST Calculation Worksheet" in the Activity Statement report for the new BAS experience based on the same format of the GST Calculation Worksheet which is included with the previous BAS experience.

    28 votes

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    Appreciate the feedback on the use you found with the previous worksheet. 

    With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.

    Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.  

  2. Allow the split on a bill that's been paid to be modified.

    2 votes

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    Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.

    Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.

  3. Where have the GST due dates gone from the new GST Return layout?

    Also would it be viable for Xero to default no GST for transactions up to a certain date considering some businesses are registered from any point during a month.

    6 votes

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  4. We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.

    15 votes

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  5. We should be able to prepare and view future VAT returns where there are multiple unsubmitted returns. Ie. able to prepare multiple VAT returns for client approval at once. Currently, they have to be prepared and submitted before the next quarter's return is visible.

    2 votes

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  6. Sometimes small buisnees is exactly that - a small business without the need for a robust accounting software, but with the requirement for annual online tax filing ability. Effective 2024 all Canadian corporations, with very few execptions, are required to file their corporate tax online.

    My understanding is Xero offers this option to UK Accountants & Partners only - not to small businesses.

    I suggest this option be made available to the small business that make up most of the country's enterprises. The Canadian government has decreed the online filing method is required from 2024. There are many accounitng programs,…

    1 vote

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  7. ABILITY TO AUTOMATICALLY CHANGE ITEM PRICE ON A SPECIFIC DATE

    Obviously item prices vary and when we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
    I would like the ability to be able to go into a line item and be able to change the price of the item on a specific date, so that it when that date comes the item price has automatically…

    1 vote

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  8. As the old 'GoCardless for Xero' integration is no longer being developed.

    And the new 'GCiX' GoCardless as a payment service integration is even less functional.

    Stripe, Paypal, Tyro and eWay all have bank feeds.

    We need a functional bank feed for GoCardless.

    33 votes

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  9. Currently all reports can be Exported to PDF, Excel or Googlesheet. Please add an option to export to CSV. This file would not have report headings, just column headings.
    When exported data is to be imported into another system it is time wasting to have to remove the heading lines and convert the file to csv.
    Seeing that Xero requires all it's import files to be in csv, it's odd that this is not an option for the reporting side of things.

    6 votes

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  10. When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in other areas of xero already, like batch payments)

    2 votes

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  11. The split screen when sending an invoice makes everything cluttered. I already approved the invoice, I dont need to see it as I add an Email address

    4 votes

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    Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.

    Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.

  12. Can the VAT account be split into two, a method that Sage utilises?

    A vat control account and a VAT suspense account.

    The VAT suspense account will show the balance of the Dr or Cr of vat payable or owing from transactions included in the VAT return, this is where the Vat payments to/from HMRC are posted.

    The VAT control account shows the balance of transactions where input/output VAT has been realised from invoices raised/received, but are not yet included in the VAT return typically because the the company is operating the VAT cash scheme.

    These two accounts could be…

    2 votes

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    Hi Robert, being upfront this isn't something we have any intentions of changing in the near term. We will continue to track interest in your idea here for the time being but would be quite a fundamental change to the way tax works in Xero.

  13. It is possible to see a list of bills not assigned to a project.

    However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.

    4 votes

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  14. It would be very useful to be able to amend CIS returns on Xero before final submission (as it is possible with VAT returns).

    1 vote

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  15. Ability to create custom formulas in reporting, specifically to be able to (+) some accounts and (-) others. Support referred to this as custom complex formulas, but it is a simple formula. We just need to be able to customize them.

    8 votes

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  16. On projects under "quotes & invoices" it would be great if it showed the remaining balance of the invoice. I send 4-5 invoices per project and sometimes clients pay a random lump sum and i write it off against the invoices but that can lead to an invoice being part paid and being able to see which invoices have been paid or have a remaining balance under that view would be beneficial instead of having to get out of projects and searching the invoice under the invoice tab.

    2 votes

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  17. At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.

    1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights

    2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…

    2 votes

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  18. Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it…

    1 vote

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    Thanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.


    If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.

  19. I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an…

    2 votes

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  20. 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…

    8 votes

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