Xero - beautiful accounting software

Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
2
Vote

Workflow Max - Supplier Details

Started by Debra McDonald in Feature Requests | Idea

Currently the information held of each supplier is very limited. Would be great to have the ability to add default codes (nominal codes), tax information (inclusive/exclusive of tax) and payment terms so that when you are receipting goods against an invoice, it automatically populates with the information.
Hi Debra, you can set default purchases and sales accounts, tax rates and due dates for a contact within their contact record.
Once you add and select that contact within the transaction the information will populate as you add line detail.
 

Kelly M (Community Manager)

Kelly M - many thanks for the reply. The requirement is for within Work Flow Max as opposed to Xero. The fields in WFM are very limited. Sorry, I should have detailed this in my original post.
 

Debra McDonald

Aaah gotcha, thanks for coming back to confirm, Debra 🙂 - Just changed the title slightly for others here too.
Would be good to track the interest here, and if there's any development planned on this we'll let you know here.
 

Kelly M (Community Manager)