Settings and activity
8 results found
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120 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.
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Michael Anderson
supported this idea
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144 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
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197 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
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137 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
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
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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
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1,179 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Michael Anderson
supported this idea
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46 votesMichael Anderson
supported this idea
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44 votesMichael Anderson
supported this idea
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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.