Xero Web API; enhancements to better support Contacts

The following enhancements have been made to better support Contacts in the Xero Web API General Ledger interface:

• Contact "Account Number" can now be used to specify the default Contact under Global Settings.
• Entity now supports defining a Default Contact, i.e. to override the Global Setting.
• Bank Transactions now set the Contact to the underlying Client - if the "Account Number" matches the Client code.

Contacts are typically referenced via the ContactID field. However, ContactID has several limitations:

• It is a 32 character Guid assigned by Xero. This is very hard for a User to enter within finPOWER Connect.
• If you use multiple organisations within Xero, the same Client within different organisations will have a different Guid.

However, Xero Contacts can optionally define an Account Number, which is unique and can be maintained by the User.

So, you can now set the Default Contact under Entities and Global Settings to either the ContactID or the "Account Number".

In addition, if you set a Xero Contact's "Account Number" to the Client code in finPOWER Connect, Bank Transactions will be allocated to that Contact.