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  1. Files - Ability to adjust VAT when recording Spend Money direct from the Files page

    10 votes

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    3 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ✨ Thanks so much for taking the time to share this idea — we can definitely see why this would make a real difference.

    Being able to create a Spend Money transaction directly from the Files page is a helpful improvement, but if there’s no way to adjust the VAT amount to match the receipt exactly, it does create a gap in the workflow. Even a small difference of a penny means the transaction can’t be completed there and the user has to abandon the process and enter it another way, which reduces the value of the feature.

    We agree this would make the experience more practical and complete, so we’re moving your idea to Gaining Support. That helps us better track interest in this improvement and show the team the impact it’s having for customers using this workflow.

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    abde miller commented  · 

    Allowing users to adjust the VAT amount directly from the Files page would make the feature much more practical and prevent the need to switch back to the old workflow for small discrepancies. Improving usability and reducing unnecessary steps is always valuable, just as https://deltaaxecutor.com/ focuses on delivering a smoother and more efficient experience for its users.

  2. New invoicing | Payment - Ability to set a default account

    16 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.

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    abde miller commented  · 

    Adding the ability to set a default bank account in the new invoicing payment screen would greatly improve efficiency, as users currently have to manually enter or search through the entire chart of accounts each time, whereas the old invoicing system automatically displayed bank accounts for quick selection; restoring this functionality would reduce errors, save time, and create a smoother user experience, similar to how websites with clear defaults and navigation—such as https://subwaymenuonline.com/—make
    it easy for users to find what they need without unnecessary extra steps.