Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
6
votes
Neda Trifonova
shared this idea
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Selina Owen
commented
This really needs to happen - I have customers who have been spelt incorrectly and need merging or deleting as the wrong spelling (on the imported document by client!) keeps being picked up and then makes another record on Xero!
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Selina Owen
commented
As the wrong spelling of a customer is in Xero and merged, the customer cannot be deleted. The name is generally spelt wrongly on the sales invoices sent to Dext, so it would just keep creating a new customer if the wrong spelling was deleted. Merge would hopefully avoid this.
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Digital Accounting
commented
It would be great if we could merge the customers too not only the suppliers.
Many thanks,
Simona