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  1. VAT Reconciliation - Ability to view tracking category

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario. 

    To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here 

    I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned. 

    For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too. 

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    Jordan Cooper commented  · 

    Hi Kelly.

    We have a number of client's that use tracking categories to split different divisions of their business. Currently they are using nominal codes (adding references to the nominal), but this still requires manual intervention which is time consuming.

    The issues with account transactions and filter is that this only picks up the transactions in the VAT period, so late claims are excluded from this report, again requiring manual intervention this way.

    I have spoken with other Xero users and clients, with the majority saying it would be useful for any Xero client that uses different divisions via tracking categories.

    A potential solution to this would be to simply show the tracking categories within the detailed report of the VAT return. The user would be able to export this report to excel and can then apply filters to split the VAT return with ease.

    Let me know your thoughts.

    Jordan Cooper shared this idea  ·