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  1. Bank Accounts - Allow manual tax/VAT adjustments on Spend and Receive Money transactions

    2 votes

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    0 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Chloe, we can see how being able to manually adjust tax amounts on Spend and Receive Money transactions would help when supplier receipts include small rounding differences.

    I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of adding manual tax adjustment functionality for these transaction types.

    Christine Morrell BA(Hons) supported this idea  · 

  2. Customer Statement - View running balance

    51 votes

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

    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

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    Christine Morrell BA(Hons) commented  · 

    I am new to Xero and have been missing a running balance - so important

    Christine Morrell BA(Hons) supported this idea  ·