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  1. Contacts - Auto generate Account Number for a New Contact

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    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    Marcus Dodsworth supported this idea  · 
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    Marcus Dodsworth commented  · 

    I agree Kirsten - same with us.
    Hey Xero . . . . .this request has been on here for over a year now!
    Surely it's not true what Gavin Smith says below is it? ("Xero doesn't monitor these requests or listen to their customers feedback anyway")?
    Please get this feature added !

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    Marcus Dodsworth commented  · 

    Xero,
    It's several months since this was raised as a request, and it isn't going away. Please get this done for us.

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    Marcus Dodsworth commented  · 

    Come on Xero - is 50 votes enough to get this done?
    You can see how much trouble this is causing folks, and there'll be a lot more people for whom this is an issue that haven't voted because they haven't seen this tread.
    Please automate the generation of account numbers like you currently do for invoice numbers etc.

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    Marcus Dodsworth commented  · 

    Thanks for those comments Rob.
    So the 'Account Number field is a text field? Interesting.
    If so, that might prevent another idea we had . . . . .
    As there's no automation of account numbers, I was thinking about creating an Excel list, and then seeing if we could import the numbers from there into the account number fields. If we could do this just once - to populate all contacts with a unique number - that would be a great start, after which manually adding new ones wouldn't be such a chore.
    Any idea if there's a way to import Excel data into the account number field?

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    Marcus Dodsworth commented  · 

    Come on Xero - please get this done.
    You automatically generate sequential invoice numbers so the functionality already exists within your software. Please can we have this applied to the 'Account Number' field so it will auto-populate with a new sequential account number every time you add a new contact.

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    Marcus Dodsworth commented  · 

    Agree. This automation should be standard really. Xero can already auto-generate sequential numbers for quotations, purchase orders, and invoices, so please extend this so it can also auto-generate sequential account numbers.
    It would also be super useful to be able to 'retrofit' this to existing contacts, so that if a user decides to apply account numbers when they already have hundreds of contacts, Xero will roll them out sequentially across the whole contacts list. Please do it Xero. We need this badly.