Reconcile - Create transaction without generating a new contact
Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.
Naomi Westwood
shared this idea
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
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Andrew Poloway
commented
Stop auto creating contacts during reconciliation of transactions. I'm only 1 month into using Xero, I have 75 contacts in my list, but only 6 actual customers. When I go to create a quote, and go to select the contact, I have 75 nonsense contacts I need to sift through. I know I can begin typing my contact name and it should pop up but I can't always do that. Theres just no need whatsoever to save that mom and pop gas station I went to 1 time in the middle of nowhere to my contacts list. I can only imagine a year in I'll be close to a thousand contacts.
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Scott Henderson
commented
Every transaction imported from our credit card is listed as a contact. Every fuel purchase, travel purchase, one time only purchase. MAybe have a tick box to add to contacts when required.
There is currently no ability to delete contacts, we have accumulated thousands of one off 'contacts' -
Sandra Nicoll
commented
Ability to write a check without having it create a new contact with every check written.
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Sarah Jacobs
commented
I generally merge these small value suppliers or use a generic contact name ie 'BP Petrol' regardless of which servo the petrol was purchased at