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ForumSupport: Desktop questionsHelp with Xero

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Help with Xero

#1 · 21 May 2019, 2:50 pm

Hi All

Hope you can help I have attached a copy of the reply from Xero when our invoices are transferred over to Xero the account part of the invoice is empty and we have to choose an account we use 200 which is for sales until this is entered we cannot approve the invoice at the moment we have to enter the account manually on each invoice then approve it. We would like this to set as the default on the invoice this will then enable us to approve multiple invoices at once instead of having to do them individually which is time consuming can this be done by yourselves as Xero say there is nothing they can do.

Thanks

#2 · 21 May 2019, 2:53 pm

Yes you can update the default nominal code by clicking Invoices > More > Application settings

You should see the following screen where you can click on the drop down and select the relevant xero nominal code. From then on, whenever you export an invoice to Xero it will have that nominal code.

Changing Default Xero Nominal Codes

#3 · 21 May 2019, 3:12 pm

Hi Lauren

I’ve tried this and it is not working.

Thanks

#4 · 21 May 2019, 3:41 pm

Thanks have sorted it

Thanks for the help