Sales overview page - Option to show Invoices as Tax Exclusive
Kia ora Xero Product Team,
I’d like to raise a feature request regarding how invoice totals are displayed in Xero.
Currently, the Draft, Awaiting Approval, Sent, and Awaiting Payment invoice lists always display totals on a GST (tax) inclusive basis. For businesses like ours that operate and report primarily on a GST-exclusive basis, this creates unnecessary reconciliation effort and increases the risk of error when reviewing invoices in bulk.
While we can work around this by using the Receivable Invoice Detail report set to “Tax Exclusive,” this adds extra steps and does not provide the same quick visibility as the invoice list views.
Adding a toggle (similar to what already exists in reports across all regions — GST in NZ, BAS in Australia, VAT in the UK) would deliver a significant time-saving and accuracy benefit, and make the invoice list screens consistent with how Xero already handles tax in reporting.
Thank you for considering this request — it would be a very practical improvement for tax-registered businesses worldwide.
Ngā mihi,
Ben.
Ruku Moana
shared this idea
Thanks for sharing your idea to have the option to show the invoices on the sales overview as GST Exclusive.
We've reviewed your idea and updated the status to the 'Gaining Support' status. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Jake Barton
commented
I want this as well please as the figures are meaningless unless you can divide by 120 and times by 100 in your head. To be able to select the columns that show in the list would be useful especially on drafts - eg the user, project, ex vat etc.
Likewise the sales overview screens all inc vat - you should be able to view ex vat here (or both) as well
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Karen Thomas
commented
Show Net (ex-VAT) and VAT totals in Invoice list views (Awaiting Payment & Drafts).
For UK VAT-registered businesses, the current invoice list views (including Invoices Awaiting Payment and Draft invoices) only show gross totals including VAT. This makes it difficult to understand true cashflow, as the VAT portion is not money the business gets to keep and will be payable to HMRC.
It would be extremely useful to be able to either:
Display Net (ex-VAT) and VAT as separate columns in these invoice list views, or
Toggle between Gross and Net totals in the list view summary.
This would allow business owners to quickly see:
What cash is actually coming to the business
What portion is VAT liability
A more accurate picture of real cashflow without needing to run reports