Overview
The Contact Defaults bookkeeping data check feature identifies contacts (customers and suppliers) in Xero that do not have at least one default account or tax code set up, out of the following:
When these default values are given to contacts in Xero, it reduces the chance of human error when selecting an account or tax code for invoices and bills (as Xero prefills the default account and tax code when creating a transaction).
Furthermore, by setting up these contact defaults, it powers Xenon Connect’s Unexpected Account and Unexpected Tax Code bookkeeping data check features.
Select Contact Defaults
Click on the drop-down menu items for each contact that you wish to set (or update) a default account or tax code for.
View Contacts in Xero
For each xero contact, you are able to click the View button after which you will be taken directly to the applicable contact within your Xero account. This will allow you, for example, to investigate account and tax codes that have been previously used for the contact.
Confirm Contact Defaults
Once you have selected default account codes and/or default tax codes for a contact, you can apply the changes to the contact in Xero by clicking the “Confirm” button in Xenon Connect.
Dismiss Contact
If you decide that a particular contact already has all necessary default account and tax code data, or you do not wish to apply defaults for the particular contact, then you can click the “Dismiss” button to hide the item and prevent that contact from appearing in the list again.
Show all Xero contacts
You can quickly view all Xero contacts, including contacts that have all default items in place, by enabling the “Show all Xero contacts” toggle.
This allows you to edit any default settings that are incorrect.
Bulk Process Options
The following bulk actions can be taken by using the check boxes and Bulk Process Options drop down menu:
