AU Contacts
At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.
It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:
Bulk viewing of contact information without needing to open each contact separately.
Inline editing or the ability to update fields directly from the list/report view.
This functionality would save significant time, improve accuracy, and streamline the process of maintaining contact records across the business.
Anna Maria De Carvalho
shared this idea
Hi Anna Maria, while not directly within Xero you can bulk update contacts via an export and import. Just follow the steps in our Xero Central article here. 😊
