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Xero Business Community

Xero Business Community

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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)