It is critical for us to be able to have contact account number as an available field/column when we run an account transactions report. At the moment we need to download and use excel to match the contact name to contact account number. We are a member based organisation and some common names (e.g. John Smith) will repeat. The contact account number serves as the unique ID to avoid issues here and we use it in our other systems and reporting. Ideally contact account number would also be the unique ID in Xero, but as a minimum we would like to be able to export this in a transactions report.
Giles Monnickendam
supported this idea
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It is critical for us to be able to have contact account number as an available field/column when we run an account transactions report. At the moment we need to download and use excel to match the contact name to contact account number. We are a member based organisation and some common names (e.g. John Smith) will repeat. The contact account number serves as the unique ID to avoid issues here and we use it in our other systems and reporting. Ideally contact account number would also be the unique ID in Xero, but as a minimum we would like to be able to export this in a transactions report.