Settings and activity
8 results found
-
117 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
An error occurred while saving the comment 
Michael Anderson
supported this idea
·
-
117 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Michael Anderson
supported this idea
·
-
145 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Michael Anderson
supported this idea
·
-
106 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Michael Anderson
commented
I would love the option to be able to revert a bill back to draft or awaiting approval from approved as it is so easy to tick the wrong one when looking at a long list of bills from the same supplier. Especially when their document numbers are similar and long.
Michael Anderson
supported this idea
·
-
8 votes
An error occurred while saving the comment Michael Anderson
commented
This is a massive glitch that can cause a headache when trying to rectify. Now I am aware of this issue, I will be thinking carefully about how I treat CIS credit notes in future.
Not good Xero Support, you really could do better with this. Especially when there are going to be small businesses and one man companies that won't be as tech or accounts savvy to understand this!Michael Anderson
supported this idea
·
-
1,169 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
Michael Anderson
supported this idea
·
-
45 votesMichael Anderson
supported this idea
·
-
43 votesMichael Anderson
supported this idea
·
The VAT element on Xero definitely needs some work. For example, when the business moved from accrual scheme to cash scheme there were duplicated entries which I had to use excel to manually work out. Then when the business was moved back to the accrual scheme there were entries missed and again, excel had to be used to work out which ones. Lots of ticking off and I'm still not confident I've captured all of the entries. Something that would tell me which VAT return each transaction was included in would have solved a lot of hard work.