Invoices - Populate Description when importing with Item Code
When bulk importing invoices, I want everything to have the same item code and description.
BUT when they import, the item description does not pull through.
And the item code needs reclicking to make it pull through.
Therefore, you have to go into every invoice individually.
It should be updated so that when you import invoices, everything pulls through correctly.
Joshua Gerstler
shared this idea
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Gianmaria Yao
commented
Hi, did you ever solve this problem? I am having the same issue at the moment. Thanks.
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Lorna Jessop
commented
Having set up all the Products and Services information in Xero I was surprised that none of this information pulled through automatically when using a csv import file containing the Item Code. I had put the Item Code in the csv, but still had to input all other details manually. The Item Code only appears to be relevant when preparing invoices directly within Xero.
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David Protheroe
commented
I think my problem is the same. Xero does not populate the sales description in the invoice from the item code, even if the description in the imported .csv file is left blank, but it will populate other fields, e.g. price or account code.