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Purchase orders, bills & inventory: Bills

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Invoice/Bils: Importing - Use Contact Account Number instead of ContactName

When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.

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Mike Templeman shared this idea  ·   ·  Report…  ·  Admin →
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  • Leah Shangrow commented  ·   ·  Report

    Please add this feature! Since Xero doesn't offer a visible payment method field, we store the contact's payment method right in their contact name. But this prevents us from using the upload feature, since that field requires an exact match. Most companies have some kind of ERP or other second software they're using besides Xero, and the expectation that the name needs to match EXACTLY in both softwares is totally unrealistic for a company our size with over 12,000 contacts. A simple switch to unique string contact ID makes so much more sense. That's how all other CRM/ERP softwares work these days.

  • Louise Cooke-Davies commented  ·   ·  Report

    As it currently stands the client unique reference number seems a pointless feature if it can not be used for this function!!!!!!!!!

  • Carl van der Merwe commented  ·   ·  Report

    Customers make payments using their unique account numbers as reference. The ability to reconcile by matching the statement line reference to unique customer account is critical. Or at least make it searchable.

  • Donald Smith commented  ·   ·  Report

    The lack of this feature severely limits the scalability of Xero for larger orgs

  • Ammar Quettawala commented  ·   ·  Report

    Allow the use of the Contact Account Number and/or Contact ID fields in the invoice Import file.

  • Ammar Quettawala commented  ·   ·  Report

    Using the Account Number as a field that uniquely identifies a contact should have been a must-have feature. Contacts with the same name are a common occurrence.

  • Robyn Sharp commented  ·   ·  Report

    It is really important for some clients that have orders etc driven by the Account (customer) number.

  • Emma Kauter commented  ·   ·  Report

    It is very Important
    out account numbers are unique identifiers. Customer names can be similar.

  • Hiren Shah commented  ·   ·  Report

    It is very Important to have a unique identifier than a name as these can be very similar or sometimes the same.

  • Simon Berney-Edwards commented  ·   ·  Report

    Absolutely agree. We are going to be starting to use Xero very shortly and I find it completely odd that the name be used rather than a unique identifier such as account number!

  • Margaret Wood commented  ·   ·  Report

    I totally agree, the option to import using Account Number would save time and would also help lower my blood pressure!