Smart document capture - Use contact defaults when creating bills
Allow bills created from the files inbox to use a default VAT rate which could be set in the supplier record, this will massivley speed review of these bill, or where the category is picked up by Xero, use the default VAT rate for that category.
At the moment it takes longer to process bills through the inbox, than the old way as draft bills, although more information is recorded, I'm not sure of the benefit of a slower process
Keith Betton
shared this idea
Hi team, we'd like to share an update of a recent improvement we have released for Draft bills.
Regardless, of where a bill is created (e.g upload, smart document capture, third party app) once it is saved as Draft, when the bill is next opened from the Bills list Contact defaults will be applied automatically.
As requested here you can save the bill created through smart document capture, then open it within Bills and you should see you contact defaults automatically applied. 🙂
We appreciate hearing how this change would help save time and improve efficiency in creating and paying your bills.
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Tim Besley
commented
I find that using the Files inbox the line description is captured, but not the tax rate, but sending to the Bills inbox it is the opposite, the tax rate is selected, but no the description.
Can these two be merged so that all relevant fields get auto filled?