Settings and activity
6 results found
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38 votes
Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:
- Calculate your own your partial exemption adjustment amounts
- Enter them as VAT box adjustments on your non-MTD or MTD VAT return
Alternatively, if you use a set percentage adjustment you could do one of the following:
- Add a custom Tax Rate for your % rate.
- Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)
We recommend you talk to your accounting advisor or HMRC if you need more help with this.
There's…
Robert Flook
supported this idea
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588 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Robert Flook
supported this idea
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An error occurred while saving the comment -
82 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
An error occurred while saving the comment Robert Flook
commented
I have a number of clients where the VAT treatment for the receiving company is different for the sending company meaning that the figures (net and VAT) need to be altered (VAT disallowed/ partially exempt companies, etc). Therefore you need a record of what it has been changed from and why. A copy of the original invoice is the best way to do this.
Also, given you can manipulate the record once received, has HMRC accepted a Xero network transaction as acceptable proof of the transaction? Or are HMRC going to start disallowing claims when they work this out?
I send everything by email now rather than Xero network.
Robert Flook
supported this idea
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18 votes
An error occurred while saving the comment Robert Flook
commented
There is a similar idea with more votes (Have a button to move the date range one month forward or backwards) so probably worth merging the ideas.
Robert Flook
supported this idea
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An error occurred while saving the comment Robert Flook
commented
Great idea. This would save lots of time as it would would take out 80-90% of the time to move from 1 month to another. I rarely use the 'This Month' option as it is only after the month end that I am analysing things. Also, Xero defaults the dates to the current month making the option a bit of a waste of time.
If you are looking at anything it is generally on a monthly basis as this ties up with statements, budgets etc.
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142 votes
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…
An error occurred while saving the comment Robert Flook
commented
I agree with Arron that knowing an account doesn't reconcile is the easy bit. The hard bit is working out why it doesn't reconcile. Having some way of noting that you have identified a transaction, which remains on the record when you return would be really helpful.
Also, I am not sure @Dana A has understood the issue as they are referring to reconciling balances within a company. The majority of reconciliations are with 3rd parties (e.g. HMRC, Bank loans, Intercompany loans) so the information being compared is outside of Xero. A good first step would simply be the ability to tick off transactions and for the tick to remain (unless removed). A formal reconciliation system, similar to the bank rec system, could follow in due course, though I am not sure it needs to be that sophisticated.
Robert Flook
supported this idea
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42 votesRobert Flook
supported this idea
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I agree. As it is available is certain regions, it sounds like a money grab by Xero to keep you paying for a subscription after you have finished using it. The trouble is, it affects people who need to download files for other reasons. I now have to go through Hubdoc (part of Xero) which can automatically save the picture to an online storage (i.e.Dropbox, Box, etc) but the invoice entry interface is not as good as Xero itself which often leads me to editing invoices in Xero after putting them through Hubdoc. Given the price paid, you would not expect to be trapped this way.