Contacts & files

3 results found

1. 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.

   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… more

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   1 comment  ·  Contact  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

2. Contact Name - Name Field Allow non-unique

   The contact name field is coming up as "Contact name must be unique", which is limiting when it's entirely possible there's more than one person with the same name.

   Can Xero find a solution to this? If other attributes, such as email address, are unique?

   How do other people get around this scenario?

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

3. Contact | Add display picture to contact

   While we can add an image to a Customers Record, there is no abiliity to see that image when inquiring on that customers record. A thumbnail instead of Initals would be useful, similar to gmail.

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂