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Projects - Default account for invoice raised from projects

Being able to add a default account for invoices raised through projects

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Stephen Beater shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thank you for continuing to share how being able to set a default account for Projects would be useful to you.

Being upfront this isn't something that we have in the pipeline at present, however the additional feedback here is useful for our teams and we are continuing to track support through this idea.

While not a direct solve, a few months ago we introduced a new feature in reports where you can now drag and drop up or down a column within your invoices - so if you are updating all accounts of your invoices you could update the first cell and then drag from the blue dot in the bottom right corner down the column.

We will share if there are any further updates.

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  • Ali Kingsnorth commented  ·   ·  Report

    I agree with these comments - we have a huge number of lines on our project invoices and it doesn't pick up the customer invoice defaults. Please restore this basic functionality

  • Dominic Hampton commented  ·   ·  Report

    Add chart of account to a project task.

    We have a lot of small task entries which need to appear on the invoice to a customer. The tasks (remote support / h) have a unique account (208 - remote support). When we make the invoice we have to adjust ever line item to the right account. Can this not be automated by assigning the account to the task type?

  • Jayd Blunden commented  ·   ·  Report

    I back this up and it's annoying that after a (draft) invoice is created I need to edit the invoice and select a sales account for EVERY line. There is a sales account defaulted against all my customers but invoices created via the project plugin do not pick this up.

    Confusingly - there was a period of time where this dod work (invoice line sales account defaulted from customer contact details area) and it was magic - but at some stage it stopped working.

    XERO - please bring back the default setting of a sales account please for invoices raised from project *IF* the customer has a default sales acount nominated.

  • Patrick Noonan commented  ·   ·  Report

    Invoices created from Projects should allow Customer defaults to be applied, or bulk assignment of Accounts, Tax Rates, etc. Some months' invoices have dozens of lines, so manually selecting every line to choose the same Account (e.g. Sales) is ridiculous.

  • Bronwyn Adams commented  ·   ·  Report

    Hi we have the same issue. Last week and for the last two years when I created an invoice from projects the account field and tax rates automatically populated. Only this week it has changed

  • Chantelle Rogers commented  ·   ·  Report

    Yes this really needs to be added along with the cost centers. We had this auto populating & now it doesn't work as of todays update.
    The tasks in the Projects has the costs attached & they use different account codes depending on the task.

  • Jana Dunnet commented  ·   ·  Report

    Adding to this, the default due date when raising invoices from projects, based on customers settings, is not automatically created! A basic feature that should have been thought about as one can't always dig around and go back to find those specific terms!