Settings and activity

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1. New staff Experience - Ability to view staff certification in Staff tab

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   1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   We’ve updated the status of this idea to Gaining Support.

   Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.

   If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.

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   Magda Guzy commented  ·  15 October, 2025  ·  Edit…  ·  delete…

   Hi Kelly
   thanks for the update on this. In the new layout HQ, we cannot see the certification at all so we cannot hover over it, even when we click into the staff member, the certification is not showing as previously. Has anything changed ?

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   Magda Guzy supported this idea  ·  15 October, 2025

2. VAT - Partial Exemption Calculation

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   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:

   
   

   1. Calculate your own your partial exemption adjustment amounts
   2. Enter them as VAT box adjustments on your non-MTD or MTD VAT return

   Alternatively, if you use a set percentage adjustment you could do one of the following:

   • Add a custom Tax Rate for your % rate.
   • Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)

   We recommend you talk to your accounting advisor or HMRC if you need more help with this.

   
   

   There's more information on this in the following Xero Central articles:

   Adjust the amounts on a VAT return

   Add, edit, or delete tax rates

   Adjust the VAT amount for a transaction

   Hey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:

   
   

   1. Calculate your own your partial exemption adjustment amounts
   2. Enter them as VAT box adjustments on your non-MTD or MTD VAT return

   Alternatively, if you use a set percentage adjustment you could do one of the following:

   • Add a custom Tax Rate for your % rate.
   • Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)

   We recommend you talk to your accounting advisor or HMRC if you need more help with this.

   
   

   There's… more

   Magda Guzy supported this idea  ·  18 September, 2024