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

    107 votes

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    28 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.

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    Scott Vaughan commented  · 

    Also, another feature missing related to account number is when you are doing a bulk import you cannot target the import based on account number. This should be treated as key field as it should be a unique number to then allow for data import.

    I find data import by customer name sometimes has issues with names being clipped and new accounts created due 3rd party system exports messing up the customer's name for longer entries, but when the list is huge no one is going to go through each one to check.

    Scott Vaughan supported this idea  ·