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52 votes
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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Tony Goodrow
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14 votesTony Goodrow
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An error occurred while saving the comment Tony Goodrow
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This would allow us to embed a link to the invoice in our SaaS product. This would mean that email addresses that are not longer valid would not prevent emails from being seen in a timely fashion and would speed up our collections. I believe that most of SaaS companies using Xero could benefit form this.
Custom categories for customers would enable us to look at what sectors are generating the most revenue. In my business, this is valuable data that is currently time consuming and prone to human error.