Xero - tips and tricks

[Bignor Farmer]

Also, is anyone exporting .csv batch payments and importing into Bankline?
Had a quick try last month but Bankline kept rejecting the file. I’m sure it’s just a layout issue but is anyone successfully doing it or Do I need a call to the dreaded helpline?

 

[Steevo]

Anyone else finding the new MTD system strange and a bit empty compared to the old VAT system on Xero?

I used to be able to see total VAT owed by/to HMRC, but now none of that is visible. Seems a bit of a backwards step in terms of keeping on top of budgets.

 

[Clive]

Anyone else finding the new MTD system strange and a bit empty compared to the old VAT system on Xero?

I used to be able to see total VAT owed by/to HMRC, but now none of that is visible. Seems a bit of a backwards step in terms of keeping on top of budgets.

its different but all the info is there still - I guess we will get used to the new layout over time


to see what you owe / they owe you just click on review at anytime pre actual filling

 

[Steevo]

its different but all the info is there still - I guess we will get used to the new layout over time


to see what you owe / they owe you just click on review at anytime pre actual filling

Yes, I see the "View" button where you can then go to the screen to select the dates relevant. The old system had the dates pre-populated relating to the next return due.

You can view the transactions by VAT box (like old VAT return but without the individual transactions), or by VAT rate (as per old VAT Audit screen). Nowhere however does it seem to do a calculation of VAT due/relclaimable (i.e. box 5 i think)

 

[chickens and wheat]

click accounting click vat return , click review, click Vat return next to the choices of vat box or vat rate box 5 is there or should be .

 

[Spear]

Are you viewing return in “wide” mode. Mine defaults to narrow/standard view every time and not everything is viewable then.

 

[Steevo]

click accounting click vat return , click review, click Vat return next to the choices of vat box or vat rate box 5 is there or should be .

Review button? I assumed @Clive was referring to the "view" button.

I only have this screen visible.....and then need to click "View" half way down on RH side, select the dates on next page and click "Display" at the top.

Am I missing a "Review" button?

 

[Steevo]

Is this what I am missing?

 

[Steevo]

Are you viewing return in “wide” mode. Mine defaults to narrow/standard view every time and not everything is viewable then.

Where will I find the "wide mode" button? I've come across it in standard reports, but not to do with VAT.

 

[chickens and wheat]

where yours says "your upto date"

mine says
Needs Attention

1. 01 Apr 2019 - 30 Apr 2019
   Due in 57 days07 Jun 2019

thats where review button is found

 

[Clive]

Review button? I assumed @Clive was referring to the "view" button.

I only have this screen visible.....and then need to click "View" half way down on RH side, select the dates on next page and click "Display" at the top.

Am I missing a "Review" button?

if you set it to show on the dashboard you get this

click on the VAT Return word and you get this

Click review and you can see the same details and reports you could pre MTD changes

 

[Steevo]

if you set it to show on the dashboard you get this

View attachment 787134
click on the VAT Return word and you get this

View attachment 787136


Click review and you can see the same details and reports you could pre MTD changes

Something amiss I think then. On the dashboard all I get is this:

 

[Pheasant Surprise]

Something amiss I think then. On the dashboard all I get is this:

View attachment 787934

Changes from that screen to the one in Clive’s graphic about a week after activation. Well it did do in my case anyway.

 

[Steevo]

Changes from that screen to the one in Clive’s graphic about a week after activation. Well it did do in my case anyway.

Thank you. Looks like it might just take time then.

Was a bit concerned as my swap from quarterly returns to monthly seems to be taking its time too. 15 working days and they will be in touch....helpful that!

 

[Pheasant Surprise]

....as my swap from quarterly returns to monthly seems to be taking its time too. 15 working days and they will be in touch...

Yeah that may be complicating matters slightly for the dears

 

[Steevo]

Decided to rename it "Making Tax Diabolical" today after phoning HMRC.

Turns out the system has pulled over the old business name (changed in 2010!) not the current one. No record shown their end of swapping to monthly returns.

Apparently they've had a few issues.

(sorry, not directly Xero related at all....but thought I'd warn others that HMRC have admitted there are gremlins in the system with some customers)

 

[upnortheast]

Just getting going with Xero.
The bank update seems off the pace.(Natwest )
This morning it is up to 26th April. Is that normal ?

 

[Boysground]

This is quite a handy place to check Bank Feeds and Yodlee. I am on Yodlee with Lloyds so not sure about Natwest

https://www.xero.com/blog/bank-feed-status/

It does have a link to the specific times for each bank

BG

 

[Bignor Farmer]

Just getting going with Xero.
The bank update seems off the pace.(Natwest )
This morning it is up to 26th April. Is that normal ?

Click on the bank account and refresh the feed, if you get a notification to say refresh is complete (2-5 mins) then you will need to reload the bank feed page.

If you’re using Bankline then your password might have expired so you need to login to Bankline, reset password, go back into Xero, update the bank feed details and refresh again.

 

[Steevo]

Click on the bank account and refresh the feed, if you get a notification to say refresh is complete (2-5 mins) then you will need to reload the bank feed page.

If you’re using Bankline then your password might have expired so you need to login to Bankline, reset password, go back into Xero, update the bank feed details and refresh again.

I think he might be using direct feed rather than Yodlee.