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  1. Invoices: Repeating Invoices - Bulk Import/Export

    218 votes

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    submitted  ·  92 comments  ·  For small businesses » Business features  ·  Admin →
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    Joshua Reynolds supported this idea  · 
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    Joshua Reynolds commented  · 

    yes this is essential

  2. Branding - Set defaults for different types of transactions

    3 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Joshua Reynolds commented  · 

    Hello Geoff,

    I believe I have done this per the Branding Themes, and I manually allocate the theme to Purchase orders. I can not find any setting to set that theme as default for purchase orders to remove the manual process.

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    Joshua Reynolds commented  · 

    Screenshot

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    Joshua Reynolds commented  · 

    Current issue I want itemid displayed for purchase orders when I send to suppliers but not for invoices.

    I created a copy of the branding theme added the tick box for itemid displayed but I can not set this theme as a default for purchase orders.

    I have found that in Contacts Suppliers - Default settings - Sales defaults it has an option to select a from a drop down - Branding theme but this option is not available for Purchase defaults.

    Please add this option to Purchase defaults or let us choose for all purchase orders the default branding theme.

    Thank you

    Joshua Reynolds supported this idea  · 

  3. Purchase Orders - Physical Address as default delivery address

    65 votes

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    30 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…

    Joshua Reynolds supported this idea  ·