Purchase orders, bills & inventory

2 results found

1. Awaiting Payment, Default Items Display

   allow clients to set a "Default" number of Awaiting payments displayed, and / or [ display all ] rather than having to reset each time

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   0 comments  ·  Bills  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Rohan, this is already available and driven by the users browser settings.

   For example they can change the items per page from 20 to 10 on the Awaiting payments list and this will be held when you navigate to other areas of Xero. It's also possible to set a different amount for each tab of bills.

2. GST On income avaliable in Expenses

   For property rental clients they often recharge costs to a customer
   EG cleaning fees, BWOF rates.

   As the original bill is coded to an EXPENSE account you can only allocate a recharge from this code as a 15% GST on EXPENSE or NO GST.

   Can you add a 15% GST on Income and Zero Rated GST options under Tax Rate Field?

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   0 comments  ·  Bills  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Hey Pauline thanks for bringing this to us, currently this is the process when you add a billable expense:

   1. Add the supplier bill and select the correct purchase GST rate, such as 15% GST on Expenses or another rate that applies.
   2. Assign the bill line to the customer and approve the bill.
   3. Create an invoice for that customer and add the billable expense.
   4. Check the invoice line and select the correct sales GST rate, such as 15% GST on Income or another rate that applies, then approve the invoice.

   The GST rate on the bill relates to the purchase, while the GST rate on the invoice relates to the sale. The invoice rate may therefore need to be checked and updated before the invoice is approved.

   I believe this process is doing what you are asking for here. If not you can reply to this and clarify the process you are wanting to see in Xero.😊

   Hey Pauline thanks for bringing this to us, currently this is the process when you add a billable expense:

   1. Add the supplier bill and select the correct purchase GST rate, such as 15% GST on Expenses or another rate that applies.
   2. Assign the bill line to the customer and approve the bill.
   3. Create an invoice for that customer and add the billable expense.
   4. Check the invoice line and select the correct sales GST rate, such as 15% GST on Income or another rate that applies, then approve the invoice.

   The GST rate on the bill relates to the purchase, while the GST rate on the invoice relates to the sale. The invoice rate may therefore need to be checked and updated before the invoice is approved.

   I believe this process is doing what you are asking for here. If not you can reply to this and clarify the process you… more