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  1. Settings - Unique Reference Number for Transactions

    28 votes

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    7 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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    Andrea Agathangelou commented  · 

    It would be helpful to add transaction numbers to all transactions in Xero so you can more easily trace the changes of edits in the software.

  2. VAT reconciliation - Show which VAT return transactions are submitted on

    30 votes

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    8 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this idea, and to everyone who’s added their thoughts and votes.

    We can see why having a clearer view of which VAT return a transaction was included in would be helpful, especially when reviewing bills, invoices, and adjustments.

    We’ve moved this idea to Gaining Support so we can keep listening and better understand the demand for this improvement. If this would make a difference to your workflow, please keep the votes and examples coming — they really help our product team understand the impact.

    We’ll continue to share updates here as we learn more.

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    Andrea Agathangelou commented  · 

    It would also be helpful if there was something that would show whether an individual transaction has already been included in a VAT return submitted and show which VAT return it was included in. For example in the account transaction report there could be a column that shows which VAT return the transaction was included in. In the individual transaction there could be a note below showing which VAT return it was included in.

    Andrea Agathangelou supported this idea  ·