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1. Projects - Default account for invoice raised from projects

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

   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 commented  ·  21 July, 2025  ·  Edit…  ·  delete…

   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.

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   Patrick Noonan supported this idea  ·  21 July, 2025