Files - VAT not able to adjust amount on transactions created in files.
Files Inbox - Review File Details - VAT amount difference (Purchases and Sales including direct Spend)
It would be a good idea to enable the VAT amount to be edited. I received quite a number of POs, purchases, and receipts with a different VAT amount compared to what Xero calculates (rounding). Currently, I have to enter a direct spend into a bill just to correct the VAT amount. It suggests to enter a rounding amount but the system does not allow for only a VAT amount to be entered when creating a new row for the difference. If I use the VAT ledger, this small VAT difference is not within the VAT column but under net amount.
Marites Lee
shared this idea
Thanks for sharing this idea. We can appreciate why having the ability to enter the VAT amount at the point a transaction is created from Files would be helpful and save an extra step.
At the moment, when transactions are created from Files, there isn’t an option to enter or override the VAT amount during that creation flow in the same way you can on bills, invoices, or spend money transactions.
As a workaround, once the transaction has been posted, you can open it, edit the transaction, and update the VAT amount if needed. This is existing functionality in Xero, so while it can’t currently be done within the Files creation flow itself, the VAT amount can still be corrected afterwards.😊
