bulk change customer or supplier VAT to organisations own, as not all of our services require VAT
To be able to bulk change settings for customer or suppliers.. for example, all of our customers and suppliers (4000+) were added to Xero but have all been pre set to include 20% VAT when invoicing.
But not all of our services are VAT chargeable, now whenever we invoice the VAT rate is pre set, causing us to need to remember to remove it. We can individually change this per customer or supplier to use our organisations own setting, in which this pulls from our schedule of rates. But to have the ability to change this in bulk would make things a lot easier because doing so individually just isn't viable on a large scale.
This is just one issue we have stumbled upon during our first week with Xero, but having the ability to change settings for customer and suppliers in bulk would be a useful option for many I'm sure.
Mabyn Leman
shared this idea
Hi Mabyn, sorry for not rounding back to your idea sooner. This should be possible through imports. To bulk update your contacts in Xero, you can export your current contacts list, make adjustments (in this case it sounds like you'll want to update the 'AccountsReceivableTaxCodeName'), then re-import your contacts list to Xero.
As long as you don't change your contact's name this will updated the details of that contact when imported to your organisation 🙂