Contacts - Enter default descriptions for Sales/Purchases
Supplier/Purchase defaults should allow a default description.
I have to copy and paste the same item into multiple bills and line items. Xero automatically grabs the dates, contact, and reference, allows defaults on tax but for some reason ignores the description field.
Please add this small feature that would save hours of manual inputs.
Rory Timlin
shared this idea
Appreciate you sharing with us here, Rory. It'll be good to get a sense from your idea others in our community would also find setting a default description useful.
This isn't something we have any plans of at present but will keep a track on the interest this builds here.
In terms of existing functionality - if not already you may find creating untracked Inventory items helpful where you could add a default description for the item that you can select when creating invoices/bills for your contacts. You can set a separate description for Sales versus Purchases.
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Thomas Burton
commented
Purchase Defaults
Add a section for bill description - with the option for placeholder info (week, month, month year). This would be a great feature as Xero AI is working well now in drafting bills from forwarded emails. The AI reads well, but being able to have more input into the purchase default settings under the Contact itself would allow for even more pre-population of information when drafting bills. -
Sarah Oelofse
commented
Allow for a default description under the sales default and purchases default in contacts so contact settings can pull through a generic description instead of having to manually add it each time.