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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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    Glenn Kupsch commented  · 

    I integrate with HaloPSA - Clearly a supplier in Xero (only has bills) has because a customer and not a supplier in HaloPSA. It's becoming unmanageable now that we're growing...

    Glenn Kupsch supported this idea  · 

  2. Check Register - Set check defaults by bank account

    3 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Glenn Kupsch supported this idea  · 
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    Glenn Kupsch commented  · 

    Yes - I just learned of this issue. I have two checking accounts. The Check styles have the Routing Number and Account hard coded. So a check I wrote from one account came out of the other account. Big time flaw in XERO. If a check has a hard coded account, it should be tied to a single account and not be able to be used by other accounts. Xero - please fix this huge bug!