In ApprovalMax for Xero, the Tax-exclusive/-inclusive setting determines whether amounts in requests are treated as including or excluding tax.
The default setting for this is pulled directly from your connected accounting system and applied automatically during request creation.
You can adjust the default setting in your Xero configuration, and ApprovalMax will reflect these changes during request processing.
For Xero Purchase Orders, the default value Tax-exclusive/-inclusive is obtained from the Financial settings in Xero:
However, you can change the default tax treatment for transactions in your financial settings. You can also add default settings for individual Contacts that override the default values in the financial settings:
This is how you change the default Tax-inclusive/-exclusive setting for Purchase Order amounts:
1. Change the Xero setting in the Financial settings (Advanced Settings > Financial Settings > Tax Defaults).
2. Go to Organisation settings and connections under Workflows and settings. Click on the Pull Values from Xero iconand then on SYNC NOW for the fields Organisation and Contacts: