Invoice Import Notice - Notify of new contacts created on Import
Our practice makes use of Xero's ability to import invoices to do monthly utility billing and have found Xero's feedback notice / confirm import page to be VERY useful.
On this page Xero notifies us if
- any invoices will not be imported due to errors
- invoice number already exists
- any item descriptions and/or prices differ from the Xero org's listed products and services
Unfortunately, it does not notify the user if any new contacts will be created on confirmation, as imported invoices automatically create a new contact if a matching one does not exist.
This sometimes happens unintentionally when a typo exists in the import, or when a contact has been renamed by another user and our importer has not been made aware of the change.
Please add the feature on this notice screen to show if new contacts will be created to help avoid unintentional duplications and contact errors.
Jessica Salmon
shared this idea
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
