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For small businesses: Contacts & communication

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Contacts - Allocate a contact as a supplier, customer, or both

Ability to make a contact as supplier, customer and both.

Purpose: To make bills cannot accidentally be entered as sales and vice versa

43 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Raz Ritherdon commented  ·   ·  Report

    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.

  • Renae Petersen commented  ·   ·  Report

    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.

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