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  1. Contacts - Allocate a contact as a supplier, customer, or both

    57 votes

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    27 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.

    In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.

    While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.

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    Peter Miles commented  · 

    Apparently, many moons ago they used to be separate, so this was a backward step for many reasons.
    Contact details are completely different if you have a customer is also a supplier, which happens to our business enough for it to be a real issue.
    Credit limits are all now only shown in the sales section. For us it is critical to see if we are close to our supplier credit limits for our larger products.
    Please separate them.

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