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1. Reconcile - Create transaction without generating a new contact

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity. 

   As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list. 

   It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail. 

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   Scott Henderson commented  ·  15 December, 2024  ·  Edit…  ·  delete…

   Every transaction imported from our credit card is listed as a contact. Every fuel purchase, travel purchase, one time only purchase. MAybe have a tick box to add to contacts when required.
   There is currently no ability to delete contacts, we have accumulated thousands of one off 'contacts'

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   Scott Henderson supported this idea  ·  15 December, 2024