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Quotes - Add CIS

Be able to use CIS nominal codes on quotes so CIS is displayed

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

Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

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  • Matt Willis commented  ·   ·  Report

    The point is that if one sets up a quote with CIS codes and deductions already in place then there is much less work to do later in the billing process.

    a: the customer agent knows what the charging structure will be very clearly - they otherwise tend to query it later if the totals don't match when we issue the invoice because they are signing off, not necessarily making the deductions. If the invoice doesn't match the quote - they will query it. This causes unnecessary discussion and review.

    b: the process of invoicing becomes more streamlined as the CIS deductions have already been anticipated - and are populated correctly, the person raising/issuing the invoice may be different from who created the quote. Otherwise the person creating the invoice needs to determine which items are liable to deductions = more queries and unnecessary discussion.

    c: CIS is a pain as if the invoice total doesn't match with the subsequent payment (after deduction) then the invoice needs to be edited before reconciling payments. With multiple invoices paid in one go this becomes an additional time waster, going through to see where discrepancies are.

    I appreciate there are always back-end considerations with any piece of functionality that come into play with forms and elements of data manipulation but in essence the quote is the precursor to the invoice.

    Needing to revisit and re-analyse work that may have been done some time before means one needs to duplicate effort and stop other work in order to re-handle and remember to add information.
    For the couple of weeks that the CIS Labour code was available - it didn't cause Xero to crash and it saved a load of time.

    I can't believe that there can't be a quick fix to this.

  • Robert Silver commented  ·   ·  Report

    Date: 01 June 2023

    I just realised that there are no old comments on this issue. I voted on this issue a LONG time ago, years ago even. There is still no movement on this topic.

  • Robert Silver commented  ·   ·  Report

    Date: 01 June 2023
    May I suggest that you simply allow users to select the CIS Labour option WITHOUT calculating the CIS deductions? Just treat it like any other Account Code. Since it is NOT an invoice there is no need to calculate the CIS deductions at this point. If anyone says otherwise, they are wrong... they should be raising an invoice if they are seeking payment.

  • Irene Stevens commented  ·   ·  Report

    Please can the CIS income code be enabled when raising CIS quotes - this would be very helpful .

    Many thanks

  • Claudia Genari commented  ·   ·  Report

    Just now client raising quote with one code and changing it when invoice is raised... Please let us know when it's working ot if there is another way around it.
    Many thanks, Claudia

  • Matt Willis commented  ·   ·  Report

    This started working a few months ago and has now stopped.

    Can someone please explain why an integral part of this functionality changes like this, and why it seems to be such a large amount of work to do?

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