VAT Return - Add Source Column for Transactions
When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.
Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.
Please look into this! Thank you.
Kelly Elliott
shared this idea
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 reviewing the VAT return. Thanks again for raising it and helping us better understand the use case 😊.
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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.
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Kelly Elliott
commented
When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.
Being able to create bills and add attachments is extremely convent, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.
Please look into this! Thank you.