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  1. Contacts - Automatically create contacts based on bank transaction details/payee

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Gary, just to better understand your idea here. Is it mainly that you'd like to classify a contacts as a customer or supplier based on spend and receive money transactions?

    Right now, as you may be aware you can easily create a new contact while reconciling, however the contact will only be classed as a customer or supplier based on the type of transacti9ons that are entered for them.

    We have an existing idea around this I could merge your feedback in with?

    Gary Thompson shared this idea  ·