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Xero Business Community

Xero Business Community

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Community > Feature Requests >

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)