Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Projects - Default account for invoice raised from projects

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  Projects & tracking » Projects  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for continuing to share how being able to set a default account for Projects would be useful to you.

    Being upfront this isn't something that we have in the pipeline at present, however the additional feedback here is useful for our teams and we are continuing to track support through this idea.

    While not a direct solve, a few months ago we introduced a new feature in reports where you can now drag and drop up or down a column within your invoices - so if you are updating all accounts of your invoices you could update the first cell and then drag from the blue dot in the bottom right corner down the column.

    We will share if there are any further updates.

    An error occurred while saving the comment
    Bronwyn Adams commented  · 

    Hi we have the same issue. Last week and for the last two years when I created an invoice from projects the account field and tax rates automatically populated. Only this week it has changed

    Bronwyn Adams supported this idea  ·