Xero files - Automatically populate tax rate when creating invoices from uploaded files
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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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!!!!!!