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  1. New Invoicing - one click tracking fill from contact default

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the feedback here. Trying to better understand the flow of how you enter data for your invoices - Atm, when you've added a contact with Sales defaults for Account, Tax rate or Tracking as soon as you enter a Qty. or Price these defaults will kick in and autofill the line. This works when either tabbing or clicking into fields.

    Is it possible that where this behaviour is occurring for you is when there is no Qty. or Price in the line? If so, is there a particular reason you'd enter this information prior to entering Qty. or Price for a line?

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    Accounts Team commented  · 

    I have noticed with the new invoicing format it is not pulling through the Sales default fields. For us the Region & Activity fields I am having to manually enter in on each line. Before I can do this I have to look up each customer individually under contacts to see what region & activity we have set up for the customer. Then go back to the invoicing field and enter. This is very time consuming. On the old format they would pull through with a click. Is this being reviewed? Thank you.

    Accounts Team supported this idea  ·