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

    52 votes

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    25 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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    Jason Rush commented  · 

    I am trying to use an integration between Xero and Halo PSA and am running into this same issue. They filter and only list Xero "Customers" for potential import which makes perfect sense... until I add a new customer to Xero that I haven't billed anything to yet. Because I haven't billed them yet (post-paid billing), I can't import them into Halo PSA properly to track my time and efficiently generate a first invoice. The automagic categorization of contacts seems like a convenient default, but please add some way that we can manually override whether they are a customer, vendor, or both.

    Jason Rush supported this idea  ·