Ability to switch Xero feature off for invoice/billing - prefilling account code
Have come across Xero "feature" of auto filling the account code on a bill, however the code Xero put in had nothing to do with the expense and never has been. The ability to switch this feature off so clients have to actually look for the correct code would be beneficial.
Lyn Clarke
shared this idea
Hey Lyn, thanks for suggesting this idea!
Xero will use your defaults accounts for a supplier or the inventory item to assign a pre-selected account code to the bill you've created. You can read a bit more about that here.
Just to clarify, is this the feature you're referring to? If so, it's possible to disable this by not entering in defaults for the items or contacts in question 😊
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Sammy Cullam
commented
Xero algorithms (AI) does not work. Auto filling of account code is completely random and nothing to do with the expense.
Yesterday I entered a bill for Regrowth control from a regular supplier, Xero allocated the expense to cattle purchases.
This happens on a daily basis way way too frequently.The feature is a real hindrance. It is a recipe for a lot of mistakes. I have been bitten many times. If I have to manually check the allocation, I may as well enter it.
Until you can get this feature to work as it should, can you enable this feature to be turned off so I have to manually select the correct code? This would be a big help.
Sammy