Settings and activity
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5 votes
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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Dominique McCrostie
supported this idea
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When clients email you bills and you 'save to xero' some fields are populated in the draft bill. Eg description, quantity and unit price. Some bills received can have many line items but all relate to the same account or tracking category. Options at the moment to populate the bill is to either delete all the lines and create a new one for a total amount or enter the account and tracking categories in for each line item. It would be great to have a check box for these fields to check and say 'make all lines the same' or something to that effect.