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  1. Bank Rules - Remove "Update contact details" pop up

    When creating a new contact in the Rules screen, there is now a "Update contact details" pop up that slows down the process of creating rules. This pop up IS helpful for bills and invoices but is NOT heplful for creating Rules - especially becuase creating Rules is very manual and must be repeated manually (since we can't duplicate rules across clients). This feature adds a hiccup to the process of creating rules, it doesn't improve the efficiency of it. Please remove this feature on the Rules window!

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    0 comments  ·  Contact  ·  Admin →
    Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Bryan, thanks again for your feedback on this. After a bit of discussion with our product team I wanted to confirm that they won't be making any change, and like you've highlighted this is consistent with the experience in invoices and bills.

    However, we don't want this to slow you down and wanted to highlight that clicking anywhere else on the page, or simply pressing 'Tab' on your keyboard will help you carry through your rule creation without having to directly interact with this contacts modal.

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