NZ GST - Automatically generate draft bills or invoices when filed
After filing a tax return why not automatically add it to the bills to pay section of the dashboard as you already have all of the information??
Ian MacLeod
shared this idea
Hi everyone, appreciate the detail you’ve all shared around this. We understand you’re looking for GST lodgements to automatically create the related bills or invoices in Xero, so your tax obligations are reflected in your accounts without manual steps.
Having this connection between GST filings and transactions could help make reconciliation and tax workflows more seamless.
We’ll continue to track feedback and interest from the community for this idea for our Product team's assessment.
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Melissa Appleby
commented
Spend Money - Automatically create a new SM from finalised activity statement for GST Cashbook clients. The new option to create a draft bill causes an error when you use this in Xero for GST Cashbook clients. Adding the option for a Bill OR Spend Money would easily fix this issue.
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Wendy Smith
commented
Once a GST return is filed, rather than creating a bill could there be an option to 'convert this GST return into a bill'? Then it will sit in the payables report (as a reminder to set the payment!)
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AdminXero Team
(Admin, Xero)
commented
Automatically add bill when GST return is finalised.
Purpose: To save accountant’s time and help Identify where a client pays penalties and interest.