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'Report on Customer Sales details including items sold and cost.' has been merged into this idea

3 results found

  1. One Click Delivery Notes

    84 votes

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    38 comments  ·  For small businesses » Business features  ·  Admin →
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    Sally Farrant commented  · 

    This is critical to my client - how can I get around it?

    Sally Farrant supported this idea  · 

  2. VAT late claims report

    74 votes

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    21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.

    Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.

    This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.

    Sally Farrant supported this idea  · 
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    Sally Farrant commented  · 

    I really need to be able to reconcile the MTD vat with the ledger balance and it's so laborious to do this

  3. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    157 votes

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    72 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

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    Sally Farrant commented  · 

    Can believe I can’t do this in Xero. It’s such a pain and takes so much time every month to reconcile balance sheet accounts

    Sally Farrant supported this idea  ·