Settings and activity
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9 votes
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Patrick Noonan
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8 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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Patrick Noonan
supported this idea
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Invoices created from Projects should allow Customer defaults to be applied, or bulk assignment of Accounts, Tax Rates, etc. Some months' invoices have dozens of lines, so manually selecting every line to choose the same Account (e.g. Sales) is ridiculous.