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Set default tax codes and account/nominal codes

When an item is added without a tax or account code, for example, from the edit or import, you can force it to populate with pre-set ones.

This assumes you have already connected to Xero or QuickBooks and imported the codes, or manually added them.

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Financial Settings"

Settings menu in the left sidebar with Financial Settings highlighted, next to the company details and Timezone & Language panels

3. Click "Edit"

Financial Settings page with default tax and account code fields, Edit button highlighted below Stock Nominal Account Code

4. Set each of the tax and account codes. If these dropdowns are empty, make sure you have connected to the accounts system and imported the codes

Defaults panel in Financial Settings with the Tax Code (Sales) dropdown highlighted above empty tax and account code fields

5. Click "Save Changes"

Financial Settings page with default tax and account codes filled in and the Save Changes button highlighted

Learn more: the Xero integration

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