Billable Expenses - Retain tax treatment from original Bill on Invoice
When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.
Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.
These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total of the bill, not the correctly recorded bill elements.)
The only way to preserve the proportions is to add items from bills as separate invoice line items - but this is impractical (time consuming/wasted) for dozens and dozens of billable expenses.
Please fix!
Chris Ekins
shared this idea
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Simon Alden
commented
Currently if I have an expense that is GST-free, such as international travel, and we on-charge that to a customer, it will default to the income code tax rate, which includes GST. Why can't the billable item maintain the tax rate applied at the expense stage so I don't have to manually check each item to see if it is a GST or GST-free billable item?
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Chris Ekins
commented
Clearly NOBODY at Xero LISTENS to these suggestions...
Your support staff (Tia - Case: CX0015740520 6 Nov 2024) suggested that posting something here was the best (only?) way of getting something implemented.
Still nothing - 4 months later.
I guess that the $85 I pay / month isn't enough to get your attention...
Please LISTEN and FIX!
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Luke Robertson
commented
Full support Chris. The ability to import bill details as you have already entered them seems like it should be the default option, not a missing feature.