Recode Transaction - Ability to change tax treatment on transactions instead of remove and redo
It should be a straightforward matter of going into a transaction to change its status from GST included to GST excluded or no tax, instead of having to remove, redo, undo reconciling and then reconciling the whole thing again etcetera. Especially when there is a file attachment, this is a very awkward, convoluted operation. I daresay in MYOB it is very simple. Just check transaction report, find any faulty coded ones, correct, rerun report, done.
Margriet Lynch
shared this idea
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Stephen Goldwyn
commented
Subject/Comment: Regarding the merge of this idea with "Recode Transaction - Ability to change tax treatment on transactions instead of remove and redo
Xero Team,I am writing to request that my suggestion be unmerged and kept as a separate, distinct feature request. While they both touch on tax treatments, the underlying problems and the development resources required to fix them are entirely different.Margriet’s Request (Post-Reconciliation):
Her case suggests changing the tax status of transactions long after they have been entered, reconciled, and settled. Implementing this requires extensive programming changes to handle un-reconciling, bank matching, and downstream ledger impacts. Naturally, this demands a high threshold of community votes due to its complexity.
My Request (Pre-Reconciliation Mass Import Fix): My suggestion addresses an issue immediately after importing data, before invoices or credit notes are reconciled or settled with payments. Specifically, it requests adding an option to the Find and Recode tool to mass-update the "Amounts are" setting (Tax Inclusive / Tax Exclusive) on invoices, bills, and credit notes.
Currently, if an import of 100+ invoices is accidentally processed as Tax Exclusive instead of Tax Inclusive, Find and Recode cannot fix it cleanly. Recoding the tax rate natively freezes the line total and ruins the unit pricing. The only current workaround is to manually open and edit 100 individual invoices, or delete them all one-by-one and re-import.Allowing Find and Recode to mass-update the "Amounts are" flag should require far fewer development resources than a full post-reconciliation overhaul. By merging these ideas, a straightforward, high-impact fix for mass import errors is now trapped behind a much larger, more complicated architectural request.
Please treat my request as a separate capability for the Find and Recode tool so it can be evaluated fairly on its own technical merits.Kind regards,Stephen Goldwyn
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Stephen Goldwyn
commented
To me it seems to be a no brainer and I would have thought not invove extensive coding changes. It seems to be a no brainer. It has been a problerm which has bitten me more than once in the past. I am surpised it has not been requester previously. Thank you for advancing it to review
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Stephen Goldwyn
commented
Description:Please add an option in the Find and Recode tool to mass-update the "Amounts are" tax treatment setting (Tax Inclusive / Tax Exclusive) on invoices, bills, and credit notes.Currently, if an import file of 100+ invoices is mistakenly processed as Tax Exclusive instead of Tax Inclusive, Find and Recode cannot fix it. Recoding the tax rate natively holds the line total the same and ruins the unit pricing. The user's only current recourse is to manually open and edit 100 individual invoices, or delete them one by one and re-import. This feature is heavily needed in Find and Recode to fix mass import errors cleanly.