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  1. VAT - Automatically calculate VAT using the Marginal Scheme

    62 votes

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    22 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.

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    Paul Cavanagh commented  · 

    you can currently do this on xero using the old customer invoicing tab but this getting retired on the 1st September 2024

  2. Settings - Unique Reference Number for Transactions

    23 votes

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    6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here 


    The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon. 


    Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented. 


    Alternatively, in terms…

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    Paul Cavanagh commented  · 

    I am trying to work out order profitability and currently there is no way to create a lookup table with unique references from sales to cost of sales
    I agree with Richard below, the references surely exist in the background, could you just not show them?

    Paul Cavanagh supported this idea  ·