I can't find the correct contact in the dropdown within the bank transaction tagging screen - how do I create a new contact?

In Horizon Finance, contacts (i.e. customers or suppliers) are created at the Organisation or Fund level, and are shared across all entities within that group. This ensures consistency and reduces duplication.

If you're tagging bank transaction data and the contact you're looking for is not available in the dropdown, you may need to add the contact so that it becomes selectable.

📍 Important: Where to Create Contacts

🔒 You must navigate to the Organisation / Fund level to add or manage contacts.

If you access the Contacts screen from the Entity level, you will only see contacts already linked to that entity and will not have the option to create or update contacts.

🔍 Step 1: Search Before You Create

Before creating a new contact, always search first to avoid duplicates:

1. Navigate to your Organisation / Fund level

2. Go to Accounting → Contacts

   

3. Use the Contact Name filter to search for the name

   • Try all known versions (e.g. Legal Name, Trading As)

✅ If the Contact Already Exists

If the contact appears in the search:

1. Click into the contact

   

2. In the Contact Details panel, click the Edit (✏️) icon

   

3. On the Edit Contact screen:

   • Locate the “Add contact to entities” dropdown

   • Select the relevant entity/entities you have permission for

   • Mark the contact as a Customer, Supplier, or Both

4. Click Save

This contact is now available across the selected entities.

➕ If the Contact Does Not Exist

If your search returns no result, follow these steps to create a new contact:

1. From the Organisation / Fund level, click Create Contact

   

2. On the Create Contact screen:

   • Enter the Contact Name (required)

   • Select one or more entities from the “Add contact to entities” dropdown

   • Tick whether the contact is a Customer, Supplier, or Both

   • Optionally complete other fields such as address, phone number, email, etc.

     

3. Click Create

The new contact will now be available to select when tagging transactions for the entities you selected.

🧠 Quick Tips

• Only Admins or users with appropriate permissions will see the "Create Contact" button.

• Contacts cannot be created at the entity level—doing so requires access at the Organisation/Fund level.

• Always double-check for name variations to avoid duplicate contacts.

📚 Related Articles

• How to Tag Bank Transactions

• How to Reconcile Cash Data

• User Roles and Permissions