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We are using minutedock to do our timesheets and to enable it to sync to Xero I have selected customers opposed to bringing all my suppliers in as well. The issue is I can not add time without creating an invoice first in which is really quite frustrating.

I’m a new user. I have imported contacts from elsewhere but not invoices or bills. So it is essential to be able to designate contacts as customers and/or suppliers directly.

I am trying to use an integration between Xero and Halo PSA and am running into this same issue. They filter and only list Xero "Customers" for potential import which makes perfect sense... until I add a new customer to Xero that I haven't billed anything to yet. Because I haven't billed them yet (post-paid billing), I can't import them into Halo PSA properly to track my time and efficiently generate a first invoice. The automagic categorization of contacts seems like a convenient default, but please add some way that we can manually override whether they are a customer, vendor, or both.

It is ridiculous that you cannot correct a vendor that is showing up as a customer.

We would like to move a contact to the customer (or supplier) list when we create the contact. Or at the very least, Xero automatically move a contact to the customer list when a quote is raised. Thank you

@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?

This is an issue, I have entered an 'invoice' on a supplier in error before and once realised and you get rid of it, it then puts the supplier in the customers list. They should be completely separate as ledgers not under one heading as 'contacts'

I find that xero doesnt do a very good job of identifying which contacts are which it would be nice to be able to specify.

I was having the same problem integrating with MOSS, they couldn't locate Supplliers that were listed only as Contacts in Xero. Spend Money Transactions weren't enough for Xero to recognise the Contact was a Supplier.

I found a workaround... By creating a Dummy Bill with xero value, this triggered Xero to recognise this Contact was a Supplier.

I presume the same would work if you created a Dummy Invoice - this should trigger Xero to recognise the Contact is a Customer

This seems like such a simple feature. The system gets this wrong quite a lot and it would be really help to fix. Especially for US tax reporting.

It's so frustrating to go looking for a customer when you know they are on the system but you just can't find them. However, if you look in All Contacts, they are there.
I know that Xero is meant to mark them as a Customer if a sale transaction is entered against that account or as a Supplier if a bill is allocated to them.
However, we have had instances of customers with no bills against their record - only sales invoices but they still can't be found in customers.

When we had Xero set up we had contacts appear as suppliers when they are customers and visa versa. I need to be able to edit this to integrate with other software we use.

Apparently, many moons ago they used to be separate, so this was a backward step for many reasons.
Contact details are completely different if you have a customer is also a supplier, which happens to our business enough for it to be a real issue.
Credit limits are all now only shown in the sales section. For us it is critical to see if we are close to our supplier credit limits for our larger products.
Please separate them.

We should be able to choose if a contact is a customer or a vendor.

I had a customer pop up as a vendor for some reason. I asked support for assistance to remove them as a vendor because they shouldn’t be there and was told it’s impossible. WTAF. 😳

They told me I should add it as a product suggestion. So… here I am.

Please add two checkboxes that we can choose if someone is a customer or a vendor. Give us the power to choose what someone is, rather than having the system decide for us. Because if the system gets it wrong, there’s nothing we can do about it.

Please allow this function. I have a client using DEXT>Approval Max>XERO integration. Its not integrating nicely as the API can not determine if the contact is a supplier.