Settings and activity
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52 votes
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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Deborah Miller
supported this idea
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68 votesDeborah Miller
supported this idea
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It would be extremely helpful to have the ability to manually designate a contact as a Supplier without being required to create a bill first.
Currently, contacts default to being labeled as Customers unless a bill is entered, which can lead to confusion and disorganization — particularly when dealing with vendors that don’t issue traditional invoices.
For example, when recording a Spend Money transaction (such as a business purchase from Amazon), the payee appears as a Customer, even though they are clearly a Supplier. This makes it difficult to maintain accurate contact categorization and reporting.
Allowing users to manually set or edit the contact type (Customer, Supplier, or Both) would improve clarity, organization, and accuracy — especially for businesses with mixed transaction types or suppliers that operate on a cash basis.