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Status Already exists
Categories Xero
Created by Guest
Created on May 13, 2020

Add ID to Xero Sales Ledgers

When creating a sales ledger in Xero, Xero will generate a very long number. It would be great if this could be shortened to a 6 or 8 digit code similar to Opera.

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    Andrew Ardron
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    Feb 9, 2021

    David, in Xero you can add an "Account Number" against a contact record. If I remember rightly there's a link just under the account name if this isnt yet set.

    Then, in the CRM settings if you search the settings for "Xero" you will find an option that allows you to switch some of the display settings in the CRM between Account Name and Account Number.

    Hope this helps.