Bills - Automatically apply organization settings when creating bills from uploaded files
Prevent invoice scanning technology from splitting out the VAT on a bill where the client's financial settings are set to "VAT scheme - None" and all chart of accounts codes are set to "No VAT" (the client is not VAT-registered).
Jill Blofield
shared this idea
Hi everyone, thanks for sharing this idea. We understand that having document extraction follow your organisation settings could help reduce manual adjustments when reviewing bills and receipts.
The suggestion is to have document extraction automatically apply existing organisation defaults, such as tax settings, currency, and tracking categories, when creating transactions.
For now, supplier rules and automation settings can help prefill some details and reduce manual updates. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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David Routledge
commented
You can set your company preference to tax exclusive or tax inclusive, but the Xero app to Xero Bills function does not follow the company settings and always puts to tax exclusive. Can this be as per the company settings? Eg we would like it to always be tax inclusive.
My specific use case is, photograph receipt on iPhone, share to Xero and choose "New Bill". This always defaults to Tax Exclusive, ignoring my organisational default of "Tax Inclusive". I have raised with Xero support who said this is expected behaviour (not sure why) and they suggested posting it as a product idea.
Note that this idea is similar to the existing product idea "Emails to BIlls - Auto capture the bill as tax exclusive" but the behaviour via App is different to the behaviour via "email to bills".