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  1. Sales Tax (CA) - Support 'Quick method' GST/HST tax calculation

    14 votes

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    submitted  ·  3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Olivia Mitchell commented  · 

    We need a way to apply the reduced rate for the GST return while still applying the correct 5% GST rate on revenue

    Olivia Mitchell supported this idea  · 

  2. New invoicing - Set default for 'save'

    23 votes

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

    Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard. 

    We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central. 

    While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).

    Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.

    I…

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    Olivia Mitchell commented  · 

    In addition to this - we should be able to save an invoice without having to close it or add another. I just want to save and have the invoice stay open.

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    819 votes

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    237 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

    We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

    We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

    You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

    When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…

    Olivia Mitchell supported this idea  ·