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  1. Bank Reconciliation: Search for transactions across all accounts

    206 votes

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    26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Gavin Grossman supported this idea  · 

  2. Overpayments - Create Overpayments with Tax on for cash basis VAT

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Gavin Grossman commented  · 

    Ability for Xero to allow you to put a tax rate on an overpayment - (I don't want to use a secondary debtors control account).

    We have a client on the VAT cash accounting scheme and we have a number of overpayments which need to hit the debtors control account. When I run the VAT return, these amounts are not being captured for VAT purposes since there is no option to select a tax rate when using the overpayments option.

    Should I treat these as prepayments, Xero will allow me to code these to a nominal account with VAT. However, the nominal code I need Xero to code to is the debtors control account, which you can only choose when selecting the overpayment option, (and as mentioned above this doesn't allow you to select a tax rate).

    What I want to do is to treat this receipt as an overpayment which hits the debtors control account but also attracts VAT. The client is on the VAT cash scheme, so I believe the overpayments must be included for VAT purposes - I don't want to use the work around of using a second nominal for debtors and posting these receipts as prepayments. Sage can do this, come on Xero.....

    Gavin Grossman shared this idea  ·