Settings and activity
4 results found
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5 votes
Hi community, appreciate raising this idea in the forums here and we'll start to get an understanding of the interest around this.
As tax can differ per line of an invoice this audit report provides a detailed account of the transactions lines that make up your tax and we want to be open that we don't have plans around changing this view right now.
In the meantime, for reconciliation purposes you may find running the Receivable Invoice Summary report useful.
An error occurred while saving the comment 
Mandy Gan
shared this idea
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4 votes
Thanks so much for taking the time to share this idea with us Pras 🙂
We can see it would be helpful to have Xero automatically calculate the net amount between invoices and bills for the same contact.
We’ve now moved your idea to Gaining Support so other customers can add their vote and share how this would help their workflow too. This helps our product team better understand the level of interest and impact.
We really appreciate you raising this with us, and we’ll keep you updated if there’s any progress to share.
An error occurred while saving the comment Mandy Gan
commented
is convenient to view the report with total running balance to show it.
Mandy Gan
supported this idea
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12 votes
Hi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
An error occurred while saving the comment Mandy Gan
commented
is convenient to view the report with total running balance to show it.
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26 votes
Hi everyone, thanks for all your votes and comments on this idea. Just a quick update to let you know that this request is still open for voting and comments from the community.
We're keeping an eye on the demand for this idea here, and will be sure to post another update if changes are made in this area.
Mandy Gan
supported this idea
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An error occurred while saving the comment Mandy Gan
commented
Dear Xero ,
Please set monthly invoice lock date , so that staff cannot simply edit and amend the invoice after month end.
We would like to request that the Sales Tax report for each invoice be shown as a single total amount in one bill, without itemizing the individual items in the Sales Tax report.
This format will help us track and reconcile invoices more easily. When the Sales Tax is itemized, it becomes difficult for us to monitor and match the invoices accurately.
We appreciate your support and look forward to your assistance on this matter. Please let us know if you need any further information from our side.