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  1. Emails to BIlls - Auto capture the bill as tax exclusive

    17 votes

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    6 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks Dominique, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

    An error occurred while saving the comment
    Suuny Park commented  · 

    I completely agree.

    In our case, this issue creates even more manual work because we use Email to Xero as our primary workflow. It's much quicker and more convenient than downloading invoice attachments and uploading them manually.

    Every bill imported via Email to Xero defaults to Tax Inclusive, regardless of our organisation settings. On top of that, the Tax Rate is left blank, and if we use Collapse line items, the bill changes to No Tax, requiring even more manual corrections.

    These behaviours significantly reduce the efficiency of what should be a time-saving feature. It would be great if Email to Xero respected the organisation's default "Amounts are" setting and automatically applied the appropriate tax rate, just like the rest of Xero.