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 > Using Xero >

Default Code when creating Invoices

Started by Christine Barron -   in Using Xero

Would be great to be able to set up a "default" code when creating invoices (sales) as it often defaults to the incorrect chart code. Is a bit tedious to have to set up the code to every contact.
Hi Christine, thanks for reaching out here! You can set account defaults for your transactions in either the Contact record, or the Inventory list to avoid tedium this can be done in bulk by exporting the lists and updating the related fields. You can find more information here
 

Maya W (Community Manager)