Contacts - Automatically create contacts based on bank transaction details/payee
For users who do not use Xero to create invoices, automatically create customers and suppliers based on receipts or payments in bank reconciliation.
1
vote
Gary Thompson
shared this idea
Hi Gary, just to better understand your idea here. Is it mainly that you'd like to classify a contacts as a customer or supplier based on spend and receive money transactions?
Right now, as you may be aware you can easily create a new contact while reconciling, however the contact will only be classed as a customer or supplier based on the type of transacti9ons that are entered for them.
We have an existing idea around this I could merge your feedback in with?
