Spend Money - Prefill last entered transaction
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Sandy Shelton
shared this idea
Hi
We appreciate you sharing your idea and why you would find pre-filling information from the previous transaction useful, Sandy.
Your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Sandy Shelton
commented
I have a lot of repeat expenses. For example an Uber is always a taxi/car service expense. Additionally Uber Business loads the trip and tip as different transactions to reconcile (which I am now realizing I can manually reconcile to 1 expense .. but it's about the same amount of work as making a separate expense -- and then the totals match)
Anyway -- since some of my gigs have a lot of gear, I have a car service each way, and then sometimes for my crew. So having to fill in a lot of details instead of just changing the note/total is pretty repetitive. Even now if I save the expense, it closes but I can re-open and duplicate it -- but the date resets to "today" not the date of the duplicated expense.
All of these items tie together making the process a little tedious based on the current functionality. This is why I originally combined these ideas. Save vs Save and Close would make it faster to duplicate an expense. Similarly prefill from the last expense with that Vendor would also speed up entry. (I believe QBO asks if you want to fill or not -- so you can do a blank expense if you want). For me, each vendor tends to have the same expense item.