Where is the default value "Tax-Exclusive/Inclusive" taken from for Xero Purchase Orders?
For Xero Purchase Orders, the default value “Tax-Exclusive/Inclusive” is obtained from the Financial settings in Xero.
You can, however, change the default tax treatment for transactions in your financial settings. You can also add default settings for individual contacts that override the defaults in the financial settings:
This is how it works:
To change the default tax-inclusive/exclusive setting for Purchase Order amounts:
1. Change the Xero setting in Financial Settings (Advanced Settings > Financial Settings > Tax Defaults)
2. Go to the "Organisation settings and connections" tab under the main menu "Workflows and settings" section, click on the button "Pull values from Xero" and the "SYNC NOW" button for Organisation/Contacts:
Why are taxes changed to Tax Exclusive after the Purchase Order was sent?
When a Purchase Order is created in Xero, the tax setting will be automatically changed to "Tax Exclusive" and Xero will recalculate prices by default. This is done by Xero and we can't fix it on our side. It can be changed in Xero though, please ...
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How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...