Invoices & Bills - Ability to lock or override standard default tax choices from the transaction screen
I'd like to be able to select at Organisation level how you view your invoices and bills as a general rule across the system. Somehow as inclusive and some show exclusive however, you should be able to set the choice at company/organisation level so it's the same across the whole system.
Hi Emma, thanks for your suggestion. We understand that having more control over default tax settings can make day-to-day transaction entry smoother.
Xero already applies tax defaults using a priority order, starting with the Contact, then the item, and then the account settings. These defaults can be updated within your settings to help ensure the correct tax treatment is applied when creating transactions.
As this functionality is already supported through existing tax and default settings, we’ve updated this idea to Existing Functionality.