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  1. Report - Produce Dividend vouchers in Xero

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Admin Admin commented  · 

    Xero really needs to develop these reports asap. Other software packages already are able to generate a dividend voucher and board minutes for the dividend when a dividend is recorded in their software, be it a journal or a payment from the bank.

  2. Contact - Supplier Account Credit Limits

    138 votes

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    submitted  ·  82 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Admin Admin commented  · 

    This request was submitted on 28.02.2022 and now we are on 07.05.2024 and this feature it is still now available. This information is vital for businesses.

    Admin Admin supported this idea  · 

  3. Sales Invoices - Ability to specify a % of invoice held on retention

    27 votes

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

    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

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    Admin Admin commented  · 

    Hi, we have the same problem as all companies within the construction sector that use Xero. Some projects can run for over 2 years or even longer and every month we suffer retention money on sales invoices which we record under the Retention Held account, but... the main problem is that Xero can't calculate the lump sum amount for retention held under the specific project (if we have more jobs from one main contractor-client) for the whole period which would be due 12 months after practical job completion only, so we need to calculate every invoice manually for every job separately. Also, it could flag/notify that retention is due soon. Plus it's not taxed correctly if the job is continued for a few years. It's a critical overseen by the Xero team.

    Admin Admin supported this idea  ·