Overpayments - Ability to set tax and account
When creating an overpayment during bank account reconciliation, the account and tax fields are locked and impossible to change. This is frustrating because based on our company accounting policy, we would like our overpayments coded to a specific account.
I would like to see this feature added in future updates.
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Yamen Ogbomo
shared this idea
Hi Yamen, overpayments are a type of credit transaction in Xero. An overpayment doesn't attract tax and is allocated to a specific contact which is why both these fields are locked.
Being open we don't have intentions of changing this behaviour - Perhaps a prepayment may better serve your needs here?