To set the default values of the recognition parameters to be used during data load and update from the accounting system, visit the "ORG" > Details page (click "OPS" button on organization row on ORG page), and set the values.
Once set/changed for non-item invoice/bill lines, the value will be used to set the value for non-item based invoice and bill lines when loaded from Xero.
Once set/changed for items, the value will apply to new items loaded and will also apply to all invoice/bill lines based upon this item on load - and can be overwritten from the invoice details page prior to to schedule creation. The value on this page impacts load time value set. Changes to item recognition parameters after load, will also apply to all item based invoice lines that do not have schedules.
