Xero Documents | Smart document capture - Automatically populate tax rate when creating invoices
Currently when putting an invoice on Xero files, you have to manually apply the VAT rate. If the VAT rate can be populated based off what the invoice states, it would make processing more efficient.
Deenah Khan
shared this idea
Thanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.
I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.
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John Pierre de Wet
commented
My issue with the VAT in Documents is that most of my clients are not VAT registered so I change to NO VAT. Then Xero takes VAT off the total and I have to go correct this. Extra work on every invoice I upload
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Jennifer Campbell
commented
This should work for all transaction types for Xero's smart document capture, not just invoices.
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Barbara Fawcett
commented
Quite a time consuming job that I'm sure AI/Jax can eventually create automatically and it get review & posted by the preparer
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Katie Barker
commented
This would be a valued improvement!
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Lee Jepson
commented
Completely agree - this would be a massive help!
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Charlie Birtwistle
commented
Yes!!!!!!