Bills - Use Supplier default tax settings over Organization defaults for emailed draft bills
Have the ability to toggle if you want Xero to use Organisation Defaults or Supplier Defaults for Draft Bills from email.
Currently it's a roughly 50/50 split on whether my supplier's invoices have their line items inclusive or exclusive of GST. It is immensely frustrating that Xero chooses to ignore the tax setting for the supplier on emailed draft invoices and the number of times I go to approve an invoice only to be told the totals don't match, is infuriating.
Tom Carey
shared this idea
Thanks for raising this suggestion. Being able to choose whether emailed draft bills use the organisation default or supplier default could make bill processing more flexible.
This could be useful for businesses working with suppliers that use different tax-inclusive or tax-exclusive arrangements.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and let us know which default you’d prefer to use.
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Catherine Edser
commented
Yes, it would be good to have the option to be able to set the default settings to override the Smart Doc autofill for bill entry. It is taking me a lot longer to enter bills now with all the checking and changing, and is subject to error if I miss something. Smart Doc does not seem to pick up on the correct account code, nor does it pick up on the category in the default settings. I have also found GST status is not always correct.