Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contacts - Enter default descriptions for Sales/Purchases

    9 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

    2 comments  ·  Contacts & files » Contact  ·  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

    Appreciate you sharing with us here, Rory. It'll be good to get a sense from your idea others in our community would also find setting a default description useful.

    This isn't something we have any plans of at present but will keep a track on the interest this builds here.

    In terms of existing functionality - if not already you may find creating untracked Inventory items helpful where you could add a default description for the item that you can select when creating invoices/bills for your contacts. You can set a separate description for Sales versus Purchases.

    An error occurred while saving the comment
    Sarah Oelofse commented  · 

    Allow for a default description under the sales default and purchases default in contacts so contact settings can pull through a generic description instead of having to manually add it each time.

    Sarah Oelofse supported this idea  ·