Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
Peter Schulze
shared this idea
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Hannah Barnes
commented
Susan,
dext is an alternative to hubdoc from a different company. Not bundled in with xero like hubdoc is.
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Susan Stoneman
commented
Hannah,
I have a way to import a csv. of the details into invoices. Simply seems like a lot of extra work.
What is dext? -
Hannah Barnes
commented
Hi Susan
I don't use hubdoc but do know that dext has the ability to import sales invoices to xero as i do it with one of my clients online sales.
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Susan Stoneman
commented
I'm sure this has been submitted multiple times. We are a small business moving from Quicken and reconcile most of our transactions (e-commerce) from our PayPal and stripe feeds. Our website generates the invoices not XERO.
The solution from tech support to make a dummy invoice and then delete it is silly we have over 600 customers/suppliers currently in the ALL contacts tab.
Going forward we would have to have a workflow that requires making a dummy invoice for each new customer.
Am I missing something obvious here?I am thinking that maybe I can make the payment processors also send my XERO address an invoice but I only know about getting Bills into the system not invoices. Is there a part of HUBDOC that would help me?