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1 vote
Tammy Fleming
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Tammy Fleming
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13 votes
Hey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
Tammy Fleming
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5 votes
An error occurred while saving the comment Tammy Fleming
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6 votes
Just to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
Tammy Fleming
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377 votesTammy Fleming
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3 votesTammy Fleming
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2 votes
An error occurred while saving the comment Tammy Fleming
commented
This is very frustrating, the number of times you think its been assigned and find you added the customer next to each item and clicked ok and not assign first, it seems to be an extra step that really has no sense in it being there!
Tammy Fleming
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3 votesTammy Fleming
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26 votes
Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.
In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.
We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.
Tammy Fleming
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2 votesTammy Fleming
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3 votesTammy Fleming
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5 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Tammy Fleming
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2 votes
Hi Tammy, currently if you'd like to remove the tracking option that's been entered in the row, you'll want to clear the contents of the field. Once cleared if you click in any other field in the invoice the tracking field will remain blank.
Have tested and I understand this doesn't quite work if you Tab after clearing the field, so you'll want to make sure you click into a different field once you clear the contents of tracking.
We'll track and keep you updated if there's any change for this through the idea here.
Tammy Fleming
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662 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Tammy Fleming
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1,103 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Tammy Fleming
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464 votesTammy Fleming
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35 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.
Tammy Fleming
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28 votes
An error occurred while saving the comment Tammy Fleming
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Make it possibly to assign a control account per VAT type at least, we have to run UK and Irish VAT and as an Irish company majority is Irish so cant set up MTD so have to use an external app for this and our vat report combines boit types, our Irish VAT is bi monthly and our UK VAT is quarterly so we cant even align the details on the report. We also have a German company and are completely unable to produce data to their requirements and have to manually create a csv file with all transactions for the period for that company, ideally we would like to be able to mark which transactions have been included in a return to at least run reports showing unsubmitted transactions
Tammy Fleming
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11 votesTammy Fleming
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8 votesTammy Fleming
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To add we run two different VAT registrations (one in Ireland and one in the UK) our companys currency is euro but we need to get the sterling value for UK VAT returns