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Email to bills - Use contact defaults

if a contact has a specific account code assigned - allow the invoices to pull this across when it's emailed to Xero Bills. Otherwise time and productivity are down going into each single invoice to allocate

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Christine Genocchio shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Christine Genocchio commented  ·   ·  Flag as inappropriate

    Correct - particularly when it’s a supplier who has the same account code every time, E.g bookkeeping, fuel, motor vehicle etc

  • AdminKelly Munro (Admin, Xero) commented  ·   ·  Flag as inappropriate

    Thanks for sharing, Christine.

    Just want to clarify, would this be to apply the contact default account codes from the Financial Details of their Contact record when emailing bills to a client's organisation?