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inframes
November 1, 2023
Question

Setting default values for date/VAT format when importing invoices from CSV

  • November 1, 2023
  • 1 reply
  • 0 views

Is it possible to set the default date format and VAT format (inclusive or exclusive) so that I don't have to select it every time I import invoices from a spreadsheet?

 

Those values are never going to change in the CSV file I am importing, so if I could have them set as defaults it would save a couple of clicks every time and eliminate the possibility of human error (the more often I have to select it manually, the more likely it is that one day I'll select the wrong thing!).

 

Hope someone can help.

1 reply

G
GeorgiaC
November 16, 2023

Hello inframes, thanks for joining the Community

 

It isn't possible to set a default date or VAT rate selection when importing data using the Import Data tool. We appreciate this would be a useful feature to have and recommend submitting feedback to our developers for this by going to the Settings wheel and Feedback in your account. 

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