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  1. VAT - Ability to sort, filter and search from within tax rate or tax box

    30 votes

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    16 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for engaging us on the idea here.

    As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.

    However we appreciate the improvements this could have if available in Xero.

    This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂

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    Craig Blackman commented  · 

    Sort "Transactions by VAT box" by the sub headings i.e the Account and not just by Date. It would make it a lot easier when revieweing the VAT return. If I could sort by the Account I could go scroll through and easily see if anything has been posted to an account that doesn't attract VAT such as Entertainment or Insurance and ensure there are no transactions posted there.

    Craig Blackman supported this idea  · 

  2. Account Transactions Report - Show Invoice Date and Paid status

    5 votes

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    submitted  ·  3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Craig Blackman commented  · 

    add column for date paid under account transactions detailed report so that you can see when each sales invoice was paid at a report level so you don't need to click in to each invoice to see the date it was paid. I believe you can do this in Sage but not Xero.

    Craig Blackman supported this idea  ·