Enhanced Contact Categorization
It would be extremely helpful to have the ability to manually designate a contact as a Supplier without being required to create a bill first.
Currently, contacts default to being labeled as Customers unless a bill is entered, which can lead to confusion and disorganization — particularly when dealing with vendors that don’t issue traditional invoices.
For example, when recording a Spend Money transaction (such as a business purchase from Amazon), the payee appears as a Customer, even though they are clearly a Supplier. This makes it difficult to maintain accurate contact categorization and reporting.
Allowing users to manually set or edit the contact type (Customer, Supplier, or Both) would improve clarity, organization, and accuracy — especially for businesses with mixed transaction types or suppliers that operate on a cash basis.
Deborah Miller
shared this idea
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Michelle Reveley
commented
Yes this would be helpful when after entering say a new supplier into Contacts, then you have to go back in to update a field - and this is before they have issued you a bill. To do this you have to search for them under 'All' as they do not appear under 'Suppliers'. Annoying as most of the time you search under 'Suppliers' then realise you have to change to 'All'