Xero HQ - Client Insights - Ability to filter on GST registered / period
Client Insights - Ability to filter on GST registered / period please. This is so we identify the right clients to check if the bank account is reconciled and ready to review for GST filling.
Megan Muir
shared this idea
Thanks for sharing your idea to introduce GST filtering in Client Insights! We appreciate you telling us about the changes that would make a real difference to your work.
We've reviewed your suggestion and can see how filtering clients by their GST status and period would make it much easier to prepare for GST filing. Your idea is now open to the community to gain support.
Along with votes, others can now comment to share additional detail about how this feature could improve their experience with Xero. 🙂
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Stewart KEARNEY
commented
GST is a routine task that wastes time. Currently I use insights to filter by last month to find which clients have reconciled Xero. With out this feature I need to log into every client to check if Xero has been reconciled - so I can check GST and send for filing. I use XPM Jobs to mange how many GST returns and what stage - It would be great to know when a Xero ledger is reconciled and ready to send for signing and r when the GST return has been sent / signed with out cross referencing to the IRD