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  1. Reporting: Aged Payable/Receivable Reports - Add payment dates and details

    64 votes

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    submitted  ·  22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Emma Green commented  · 

    Yes would make our assessment of bad debts and credit note provisions required for clients much easier (to know if its been paid or credit noted)

    Emma Green supported this idea  · 

  2. VAT Return - Add Source Column for Transactions

    13 votes

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    2 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea. After reviewing this we’re moving it to Gaining Support.

    At the moment, the behaviour in the VAT return’s Transactions by tax rate tab can vary depending on the transaction type and whether a reference has been entered. However, each transaction type can usually be identified in the current view by what appears in the Reference column:

    • Sales invoices: the invoice number may be shown in the Reference column.
    • Bills: the bill reference may be shown in the Reference column.
    • Manual journals: the journal number is shown in the Reference column.
    • Spend money and receive money transactions: there isn’t a clear label showing these transaction types, however they can often be identified by the lack of detail in the Reference column when compared with invoices, bills and journals.

    We understand this can still make it harder to quickly distinguish spend money and receive money transactions when…

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    Emma Green commented  · 

    When downloading a VAT return, it would be great if there was the functionality to show the source of the transactions in each box (e.g. receivable invoice, payable invoice etc), rather than just the reference. This would allow easier spotting of any 'outliers' such as bank receipts posted to box 1, rather than receivable invoices, which would be generally more 'risky' as an error.

    Emma Green supported this idea  ·