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Contacts - Auto generate Account Number for a New Contact

When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.

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Harriet Wakinshaw shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

While this request is not in the pipeline, that does not mean the need has gone unnoticed.

Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

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  • Lucy Heaton commented  ·   ·  Report

    This is such a basic function of accounts, and it just shows that Xero have absolutely no clue what they're doing. Your customers are literally telling you how to make your program less **** and you stubbornly sit there and refuse to implement any improvements.

  • Tanya Vokins commented  ·   ·  Report

    We have mulitple users on Xero adding new customers each day so trying to find the latest account number is a bit of a pain. This function would really help to improove the time spent adding new customers to our systems.

  • Dave Clarkson commented  ·   ·  Report

    I use a computer to make work easier, why am I having to keep a post it note with the latest account number for Xero?

    Due to this, we do not expect "function desired by many for over 2 yrs" to be delivered in the coming short-term.

    I wonder if we can expect it in the linger term?

  • John Zito commented  ·   ·  Report

    Great idea. Various times & types of clients, I use a combo of lot numbers and their address to create the effect of differing account numbers for the residents of HOAs (Home Owner Associations). Helps when you are searching for a specific customer record.

  • PAULA TEASDALE commented  ·   ·  Report

    This is something that most others offer - I have had to export all of my contacts to sort by account number to see what I up to, to then input about 30 that had no account numbers - this is time concuming and frustrating! Please sort this as soon as possible.

  • Sara Foster commented  ·   ·  Report

    We also used to be able to sort by Account number, so at least we could figure out what the next number was. This was removed so that now the only way to sort by Account number is to export all contacts, a time consuming and fiddly process.

  • Mark Guest commented  ·   ·  Report

    Come on Xero this should be a standard feature that we can utilise. You keep putting prices up so please add something that people want.

  • Celia McKenzie commented  ·   ·  Report

    This is super important in this day and age, please implement asap

  • Laurel Rieping commented  ·   ·  Report

    Please add this so our new clients can have a database number. Kind regards!

  • Bronwen Boulton commented  ·   ·  Report

    We are currently looking for an new accounting software system and I must say this is the one thing that I would want to add to Xero, it would be FANTASTIC if this could be done

  • Antony Futter commented  ·   ·  Report

    Hi Hannah G,
    As a developer myself - the excuse you have for not being able to provide this basic function is pathetic!
    This function is something that can be done on the database layer - not even the UI or programing level.
    A single call to a DB Stored Procedure will resolve this.
    It has been asked for for nearly 2 years and nothing? Every other accounting software has it but Xero doesn't - it really is becoming a deal breaker in our business - not to mention that you cant auto match on the field in the bank recon!

    Looknig forward to the standard reply... it's not in the development road map because..

    Regards,

  • Trung G commented  ·   ·  Report

    Other Accounting Systems have an auto generated ID field for creation of new contacts. Xero needs to catch up with the times and get this implemented ASAP

  • James Marsh commented  ·   ·  Report

    Auto Generated Numbers when creating an account is a great reference point for businesses to reference customers - this would be a great feature :)

  • Neil Mistry commented  ·   ·  Report

    Please do this as soon as possible, it would be great help to everyone.

  • Ros Pollock commented  ·   ·  Report

    We run two Xero companies and this is a very important update, which is often standard with the competition. Strongly recommend Xero does this sooner rather than later. Understand that this was not part of the original product design, but in the end, maybe bite the bullet and do it. Spending some redesign money now may save customer loyalty in the medium term.

  • Marcus Dodsworth commented  ·   ·  Report

    I agree Kirsten - same with us.
    Hey Xero . . . . .this request has been on here for over a year now!
    Surely it's not true what Gavin Smith says below is it? ("Xero doesn't monitor these requests or listen to their customers feedback anyway")?
    Please get this feature added !

  • Kirsten Thomas commented  ·   ·  Report

    This is much needed feature! We have to maintain a separate spreadsheet just to generate a new number each time we add a contact!!

  • Gavin Smith commented  ·   ·  Report

    Don't know why I actually bothered voting, Xero doesn't monitor these requests or listen to their customers feedback anyway.

  • Fiona Stokes commented  ·   ·  Report

    This would be great - especially if you could identify at the time which ones are paid by Direct Debit to make it easier to run reports excluding Direct Debit suppliers as this is not currently possible without a work-around.

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