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For small businesses: Contacts & communication

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Contacts - Set default settings when adding new contacts

Have the ability to set default settings for every new Contact you add to Xero.

Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:

Default account
Currency
Invoice Theme
Invoices Due Date

Cheers

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Judy Kensington shared this idea  ·   ·  Report…  ·  Admin →
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  • Tammy Oakes commented  ·   ·  Report

    Agree this would be very helpful as we use Buildertrend which talks to Xero and creates new contacts for us so any bills that push across don't come over with the correct tax settings.