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8 results found
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42 votes
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
An error occurred while saving the comment An error occurred while saving the comment 
SAM FARRUGIA
commented
@everyone
Can you clarify what is actually needed.
A transaction report that shows which vat return period a particular transaction was finalised/closed in?
If so, what type of reporting is needed?
Date - is Quarter filtering enough?
Transactional Data - Which fields are a must in this report?
Country - Are you after specific country vat return format, or is it just the data that is required?
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248 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
An error occurred while saving the comment SAM FARRUGIA
commented
@ruvan... can you guide me accordingly please.
I tried opening from excel directly.. i hv latest 365 version.An error occurred while saving the comment SAM FARRUGIA
commented
@mark
I was talking about a third party software that connects to XERO Purchases and reads the purchases invoice transaction lines, and then you split as a prepayment over a period. (not linked to Hubdoc).@carl
1. Agreed, but on XERO its not doable.
2. Prepayments are fine, as if you posted a yearly insurance invoice in Purchases, then you can split it by 12 from the system, and post journal.
3. Re Accruals, these will need to be posted manually of course.@Ruvan
Agreed re adjustments, but these things are normally required in any case.So, out of internal need, we were working on developing an Accrual and Prepayment module. Due to the recent changes in XERO in terms of the API scope connections, we have to reconfigure the entire API data transfer between XERO & our SAAS, so will take a few months.
An error occurred while saving the comment SAM FARRUGIA
commented
@mark @Ruvan
Wouldn't a web app be better than excel.. that can read the invoices posted in purchases.. and AI detect the periods it needs to prepay on? Like Insurance, subscriptions etc... and automatically split on 12 months?
SAM FARRUGIA
supported this idea
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28 votesSAM FARRUGIA
supported this idea
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An error occurred while saving the comment SAM FARRUGIA
commented
Was there any update on this to be able to import?
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765 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
SAM FARRUGIA
supported this idea
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529 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
SAM FARRUGIA
supported this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
SAM FARRUGIA
supported this idea
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343 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
SAM FARRUGIA
supported this idea
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165 votesSAM FARRUGIA
supported this idea
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Anyone still needs this?