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  1. Projects - Default account for invoice raised from projects

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    8 comments  ·  Projects & tracking » Projects  ·  Admin →
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    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.

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    Jayd Blunden commented  · 

    I back this up and it's annoying that after a (draft) invoice is created I need to edit the invoice and select a sales account for EVERY line. There is a sales account defaulted against all my customers but invoices created via the project plugin do not pick this up.

    Confusingly - there was a period of time where this dod work (invoice line sales account defaulted from customer contact details area) and it was magic - but at some stage it stopped working.

    XERO - please bring back the default setting of a sales account please for invoices raised from project *IF* the customer has a default sales acount nominated.