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

    284 votes

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    105 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Richard Millington supported this idea  · 

  2. VAT Return report - Transactions not included

    43 votes

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    12 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the additional feedback and support we've received on this idea since my last update.

    While we have help on how to find VAT report discrepancies, do understand how you'd like a 1 single report that you can easily segment for this review.

    This isn't something we have plans for at present, but we are continuing to track and will share if there are any updates of this nature planned with you all here. Thanks

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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

    81 votes

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    26 comments  ·  Reports & tax » Tax filing  ·  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  ·