Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
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Perry Paolantonio
commented
We have duplicate contacts from an import from Quickbooks, where the contacts had "jobs" and were imported in the format Contact:Job_Name -- so one contact with 25 jobs now has 26 contact entries, all slightly different. There is no way to delete these from the list, which seems kind of crazy to me. I get the idea of not allowing deletions for audit purposes, but if that's the case, make an archive-like bucket to put them in, keep track of the deletion and let me get them out of my sight. I made the mistake of archiving them, and now I have 525 contacts stuck in the archive. It will take me more than 2600 clicks to get them out one at a time to do a merge or something like that, which I won't be doing. So my new company file is a mess right from the beginning because it's got an archive full of not-real contacts.
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Taryn Tyack
commented
Similar to someone else, if there is no data attached to the contact, Xero should be able to delete them. I now have multiple clients from a 3rd party app that will not sync due to duplicate contacts!! To change the name of each contact would take hours!!
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Judy Roydhouse
commented
Come on Xero - show some sort of acknowledgement that this is an important feature that you need to rectify.
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Kimberly Torres
commented
Adding a delete function for a contact with no transaction history is very important.
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Laura Peach
commented
Adding a delete function for a contact with no transaction history is very important.
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Jimmy Shankland
commented
Setting up a practice account resulted in 1674 contacts been archived with no transaction history against them, surely Xero Support can delete these accounts out of the Archive folder.
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Dixie Low
commented
Supporting the "delete" feature for archived contacts. This is very confusing for our clients who want to extract statement of account. For now what we can do for them is only adding "inactive" behind the archived name so as not to confuse them. I do not think there is a risk in deleting archived contacts as long as Xero adds in a feature to allow deletion only when there are no more transactions in the archived contact, i.e., fully merged with an existing name.
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Ramneet Dhillon
commented
Please ad d delete button which have no history.
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Judy Roydhouse
commented
It sorta defeats the purpose of merging clients!!! You're still left with the client name with nothing in it!!!! Dumb. Not thought through very well at all. So totally agree that users should be able to delete ANY client/supplier if not required. Not keep for audit purposes as is Xero's most commonly used phrase.
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Office Manager
commented
Once a contact has been merged the unwanted name is archived with no records attached, so there should be no problem with deleting these names surely???
Please add a delete button.
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Shakespeare Partners
commented
An extra 1029 unused customers were imported from a previous accounting program so there is no transactional history to be lost or deleted, There should be an option at least if there is no history the contact can be deleted.
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Judy Roydhouse
commented
Instead, we have new Bills feature. Why? More clicks needed than previously. Why fix something that is not broken? Being able to delete customers/suppliers is more of a priority in my opinion! Why can't they Xero add a delete button option with fair warnings! Can't use Firefox with Xero anymore .... Xero's answer ... use Chrome. Wasn't really the solution I was after. We also use WorkflowMax (owned by Xero) and there are delete buttons in there for everything - PERFECT!!!!!!!!!! Question again is why can't we have "DELETE" buttons in Xero????????????????
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Sheilee Ang
commented
Need to permanently delete vendor contact (brand new) with no transaction history urgently. This is a basic feature that accounting software should haVe. It's critical for good housekeeping. Pls enable this Feature asap
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Judy Roydhouse
commented
So. I have 240 archived suppliers/customers.
XERO have stated that there is no option for deleting any supplier or customer because of auditing purposes.
NZ law requires all accounting records to be held for a 7-year period.
Please XERO, having the capability to delete archived suppliers and/or customers after this period should be a choice for the Xero user.
We are all competent & intelligent users of this software. Perhaps give us the capability to delete suppliers or customers as required rather than having a software dictate what we can, and cannot do. -
Judy Roydhouse
commented
Ha. 2013 post. Typical of Xero to ignore.
I now have over 240 client/suppliers that have been archived.
In NZ, there is a legal requirement to keep all account records for a 7-year period.
After this time, if I was still using paper accounts, the 8th year would be disposed of.
For Xero to say that everything has to be kept for "audit purposes" and that they dictate what we keep and can't delete is somewhat insulting to anyone using Xero. We are intelligent people.
The option to delete a customer or supplier AFTER 7 years from last transaction entry is a sensible thing to implement.
What about it Xero? Instead of making us feel like we are incompetent to manage our own accounting. -
Nina Thomas
commented
Important - stupid Dext thing creates duplicate contacts. After merge the name moves to archive. Please can I delete these forever and have in archive only the customers we truthfully stoped collaborating with - which is 12, not 176.
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Halleh Garadagiyan
commented
Please add delete option for customer and supplier contacts. We can't keep records of inactive contacts for ever.
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Fahim Muhammad
commented
Please add function to be delete archived customer details and an option to merge multiple contacts in one go.
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Evan Swenson
commented
So dead people will be forever on the contact list
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Angie Philipson
commented
Please add function to be able to delete customer contact details