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  1. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    230 votes

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    85 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

    Richard Millington supported this idea  · 

  2. VAT Return report - Transactions not included

    42 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Richard Millington commented  · 

    Currently, to find any transactions not included in a VAT return it's a case of comparing two reports which depending on the amount of transactions can take a lot of time.

    Could a filter be added into reports so you can clearly see this information quickly and then action any corrections (if needed)?

    Software like sage and VT clearly show a reconciliation mark to show it's been included so seeing this information takes seconds..

    Richard Millington supported this idea  · 

  3. VAT - Automatically calculate VAT using the Marginal Scheme

    62 votes

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    22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the support and interest this idea has gained. Though we appreciate the value auto calculating VAT using the marginal scheme would be for those that need it, we want to be transparent here that this isn't in our roadmap.

    Currently, it's possible to adjust VAT on invoices and credit notes - If you set the transaction to Amounts are 'Tax exclusive' and make sure the Tax Amount column is shown you'll be able to click into this field and edit the amount as needed for each line of your invoice - we have more detail on this in Xero Central.

    Richard Millington supported this idea  ·