Settings and activity
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Further to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
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Emma Stoddart
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Thank you Hannah. We currently use WorkflowMax so all purchase orders are receipted in the WorkflowMax system and this then pushes them through to Xero. Unfortunately this process means that even if a default nominal code is set for the contact, it doesn't apply the setting. We could import via csv but would then have to delete the bills created by WFM so likely to be more time consuming that infilling the nominal codes manually.