Account code suggestions for new invoices and bills
When you add a new invoice or bill, and enter an item description and quantity, Xero automatically suggests an account code. The suggestion is based on how you've coded transactions in the past and what corrections have been made by your accountant or bookkeeper.
How it works
- Each time you add a new line item, Xero suggests an account code.
- You can override the suggested account and we’ll take this into account with future suggestions.
- Any inventory item and contact defaults will still apply.
Add a transaction and review the account code suggestions
- Click the plus icon and select Invoice or Bill.
- Enter the name of the contact, then select the transaction date and due date.
- Enter an item description and quantity.
- Review the suggested account. You can select another account from the list if required.
- (Optional) Enter another item.
- Click Approve or Save.