Merging Duplicated Contacts
Xero contacts include customers/members and suppliers.
It is important that correct contact details are maintained for effective
communication eg when emailing invoices, contact details - refer the link
below:
Contact fields (xero.com)
If you have queries please email financehelpdesk@scoutsqld.com.au
Related Articles
Archiving your outdated contacts
Contacts cannot be deleted in Xero, but they can be archived. This means they can be restored if required at a later date – refer the link below: Archive or restore contacts (xero.com) If you have queries please email ...
Managing your contacts
Xero contacts include customers/members and suppliers. It is important that correct contact details are maintained for effective communication eg when emailing invoices, contact details - refer the link below: Contact fields (xero.com) If you have ...
Grouping your contacts
You can group your contacts for things they may have in common eg members of a particular Section. This will allow you to send an identical invoice to all members of a contact Group with minimal work (please note that you can only invoice a contact ...
How to Import SMS Contact Details to Xero
Why would I want to import contacts? The Scout Management System (SMS) has all your member details and if you import these details into Xero, this can assist you with Membership invoicing. How do I get contact details from SMS? Log into SMS. Expand ...
Accounting Procedures
General guide to Executive Committee Members on Accounting Procedures, refer the attachment. If yo have any queries, please contact financehelpdesk@scoutsqld.com.au