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 commented
Correct - particularly when it’s a supplier who has the same account code every time, E.g bookkeeping, fuel, motor vehicle etc
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AdminKelly Munro (Admin, Xero) commented
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?