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  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Gavin Grossman supported this idea  · 

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

    13 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  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  ·