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30 votes
HI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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Ami Wegrzyn
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38 votes
Thanks for sharing and supporting here, everyone.
For those that aren't already across, though manual at present you could run the Account Transactions report to manually reconcile against your filed VAT returns.
We appreciate the process could be more automated. Though this isn't something we have immediate change planned around atm, we'll update you here if there's any news.
Ami Wegrzyn
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1 voteAmi Wegrzyn
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8 votesAmi Wegrzyn
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226 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
An error occurred while saving the comment Ami Wegrzyn
commented
yes this is - need in UK!!!
Ami Wegrzyn
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347 votesAmi Wegrzyn
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129 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Ami Wegrzyn
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406 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Ami Wegrzyn
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596 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Ami Wegrzyn
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15 votesAmi Wegrzyn
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8 votesAmi Wegrzyn
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10 votesAmi Wegrzyn
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25 votesAmi Wegrzyn
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26 votesAmi Wegrzyn
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963 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Ami Wegrzyn
commented
This is a very good idea!!!
Ami Wegrzyn
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161 votesAmi Wegrzyn
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3 votesAmi Wegrzyn
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203 votes
An error occurred while saving the comment Ami Wegrzyn
commented
Yes definitely and in Xero tax also - if disposed off in Xero then automatically dispose in Xero tax. It is very time consuming to dispose of assets individually.
Should also apply to any asset additions, they should automatically be included in Xero tax, we can then select FYA or Super-deduction but at least have the additions listed.Ami Wegrzyn
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4 votesAmi Wegrzyn
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53 votesAmi Wegrzyn
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An error occurred while saving the comment Ami Wegrzyn
commented
When you are in one clients Xero and need to look at something in another client - it should be possible to open another screen with another Xero to have a look at something rather than every Xero you have open changing to the Xero you just needed to look at something in. For example I could be working on something in one client but a client from another organisation calls up for information, I open Xero up in another web screen and find the information and then whatever I was doing in the other client has gone. Also for related companies it would help to see if all balances match up to each other, we have many related parties but by the time we have opened and flicked back into another screen we can only see one which is unhelpful.
It would be very helpful to be able to run a VAT transaction report which shows if the transactions were included in a VAT return and if so which return it was claimed. That way when we are completing year end accounts we know which VAT transactions have been included or not included in a VAT return, showing any differences, if any.