Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
Exportable “InvoiceNow Success Report” at Xero Organization & Invoici App Level for IRAS GST Reconciliation
🚨 The Problem:
Currently, the Invoici app dashboard lacks a reliable way to isolate and extract sales invoices and purchase bills that have been successfully transmitted to IRAS via InvoiceNow.
• Flawed Filtering: Unchecking "show failed" and "show not submitted" still displays transactions marked as "document validation failed" (typically non-GST bills where "no tax" was intentionally selected).
• No Export Option: There is no way to export this filtered information from Invoici into Excel.
• In XERO, insufficient Audit Trail: Currently, successfully transmitted details to IRAS can only be seen under History & Notes in XERO organisation. However, extracting this data is unhelpful because it only captures the date of transmission to IRAS, rather than the actual invoice/bill date needed to align transactions with the correct tax period.
• The Impact: Businesses cannot cross-verify their transmitted data against Xero’s core financial reports. Recently, IRAS has started flagging businesses because their submitted GST F5 returns do not match the backend InvoiceNow data transmitted to IRAS.
• 💡 The Solution / Idea:
• We need a dedicated, exportable "InvoiceNow Success Report" available both within the Invoici App dashboard and directly at the Xero Organization level.
• This report must:
• A Filter strictly by ‘successfully transmitted”: At inovici app level - Exclude all unsubmitted, failed, and "document validation failed" (non-GST) transactions and a option to export the list of all those successfully validated and transmitted bills/invoices to IRAS.
• “InvoiceNow success report in XERO” -showing all those successfully transmitted bills and invoices to IRAS which should include - Invoice/Bill Date, Supplier/Customer Name, Supplier/Customer GST Registration Number, Amount Before GST, GST Amount, Tax Rate, and a Grand Total at the bottom.
Value:
At the end of the day, the accountants should be able to verify the values on a company's GST F5 report (taxable purchases, taxable supplies, input tax, and output tax) must perfectly match the data successfully transmitted to IRAS via InvoiceNow. Moving this reporting capability to the Xero organization level allows accounting teams to easily cross-verify their records and prevent compliance penalties from IRAS.
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