VAT on matching bills

Hello Ami Hicks,

Welcome to the Community page, 

Do you get any error messages showing up in regards to the VAT? What VAT code are you selecting on the bill? Also what VAT are you selecting when trying to match the bill up on the banking page? 

Hello, 

No error message appears

I'm selecting 20% both on the bill and banking, but as soon as I press match and so to expenses page, the add isn't there like it is in other expenses. 

Thanks for the reply 

Hi Ami, so on the banking page you either add the transaction or you match the transaction up. If you click on match it should then put whatever vat code you have on say the invoice to the bank transaction.  You might be worth ringing the helpline and going on a screenshare with the agent on the phone so they can see exactly what is going on and getting it all resolved for you there. The number to ring is 0808 234 5337, the line is open mon to fri 8am to 7pm and is free from any UK mobile or landline. 

Hi, I’m having exactly the same issue and as a result my last VAT return is incorrect and the one I’m completing at the moment is wrong. This is costing me £1,000’s. Were you able to get it resolved? Bw Aaron 

Hello Aaron, Thanks for getting in touch about VAT matching on bills. We'd really need to look at the VAT return and transactions to determine why they are not updating the existing code from the bills into the return. The best way to do this is via a screen share if you either contact us on chat or via phone at the number above and our support team will look into it.

Hello everyone.

I have the same issue, when assigning transactions. Not all but a good portion of invoice payments say no Vat even though the total to match contains vat. When I manually change them, they no longer match and I have to manually log payment received. How is this still an issue a year after being reported. Is there a solution to this. 

thanks for any help anyone can offer

 Hello CSMNOR, Thanks for posting on this thread about VAT matching on bills. We would really need to look more into what the VAT return and transactions are doing to work out why they are not updating the existing code from the bills into the return for you. Please can you get in touch either via chat or phone number on the above posts, so that you can do a screenshare with the agent thanks.