Settings and activity
2 results found
-
8 votes
Thanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
Swee Jing Fong
supported this idea
·
-
190 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
An error occurred while saving the comment Swee Jing Fong
supported this idea
·
Hi Xero Support, we have 2 clients carry exactly the same name (eg. both of the client's full name is ALVIN CHUA), understand that Xero contact name serves as the unique identifier for individual client, we just want to know do we allowed to create 2 different contacts for exactly same name (eg. create twice for ALVIN CHUA) in Xero but identify them as different contact via contact account number (eg: HMC001 and HMC011)? And, for invoice import template, possible that Xero help to change the mandatory contact name to mandatory contact account number instead? Contact account number as unique identifier in invoice template better serve us for now and in future as we may have more and more clients carry the same name as the company grow.