Emails to BIlls - Auto capture the bill as tax exclusive
You can set your company preference to tax exclusive or tax inclusive, but the Xero email bills to Xero function does not follow the company settings and always puts to tax inclusive. Can this be as per the company settings? Eg we would like it to always be tax exclusive.
Dominique Sewell
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Nicole Neale
commented
It it ridiculous that you can set the supplier default as 'tax exclusive' but Xero doesn't apply this to the supplier invoices when they are emailed through. I have wasted so much time putting in defaults for suppliers for it to not even work.
Trying to find out whether I had missed a step to make this work I found this article:
Xero support article: Email bills to your Xero organisation.
When you email bills into your organisation, Xero automatically applies your organisation's default settings. If you've set up purchase defaults for an individual supplier, those will override your organisation defaults. If Xero detects specific details on the imported bill, such as the due date, that are different from the supplier defaults, the imported bill data overrides the supplier settings.The draft bill is set to Tax Inclusive, which overrides any organisation or contact defaults that are set. The correct tax amount will be calculated once an Account Code and Tax Rate rate are applied."
What is the point of even having this setting if Xero just overrides it. Please fix this issue ASAP!
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East Air Accounts
commented
Same problem, but on the Upload Bills function which defaults to Inclusive Tax and you can't change it. Clearly a bug that needs fixed as it removes all the time saving benefit of uploading the bill when you have to go through and alter all the information.
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Nigel Stone
commented
As 95% of our incoming creditor bills are formatted Tax Exclusive, I agree with Dominique that being able to set the Xero default that way would further enhance the bill upload/forwarding feature.