Security & support

2 results found

1. Issue: Payment deletion triggers uncontrolled automatic charges and reminders

   ISSUE: Payment deletion triggers uncontrolled automatic charges and reminders

   When a payment is deleted in Xero (even to correct a reconciliation mistake), it automatically re-triggers both autopay and invoice reminder notifications without any warning or opportunity to prevent it. This created a situation where:

   1. A bookkeeper deleted a payment to reconcile what appeared to be a duplicate charge in Stripe
   2. This action caused Xero to mark the invoice as unpaid and automatically re-charge an autopay client through Stripe without ANY notification, which cannot be recalled.
   3. A second client received an invoice reminder and paid again manually

   THE PROBLEM:
   There's currently no built-in protection or warning system to prevent automatic payments from being triggered when a payment is deleted. Since autopay charges can't be easily recalled once they process through Stripe, this creates real financial risk and client relations issues when reconciliation mistakes happen.

   FEATURE REQUEST:
   Add a control mechanism that either:

   1. Prevents automatic payments/reminders from triggering when a payment is deleted, OR
   2. Requires confirmation before allowing deletion of a paid invoice, OR
   3. Provides a warning that deletion will re-trigger these automated actions

   This would allow bookkeepers and business owners to safely reconcile without unknowingly creating duplicate charges.

   ISSUE: Payment deletion triggers uncontrolled automatic charges and reminders

   When a payment is deleted in Xero (even to correct a reconciliation mistake), it automatically re-triggers both autopay and invoice reminder notifications without any warning or opportunity to prevent it. This created a situation where:

   1. A bookkeeper deleted a payment to reconcile what appeared to be a duplicate charge in Stripe
   2. This action caused Xero to mark the invoice as unpaid and automatically re-charge an autopay client through Stripe without ANY notification, which cannot be recalled.
   3. A second client received an invoice reminder and paid again manually

   THE PROBLEM:
   There's currently… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Security  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. Assurance dashboard - don't flag archived contacts as having the same bank account

   I'm in the Assurance Dashboard in a client's datafile, doing a quick audit trail check for things that might need fixing or looking at, and I noticed that there were a couple of contacts being flagged as having the same bank account. So I looked at those contacts, and yes they do have the same bank account... Because one of them was merged into the other and then archived!

   It's been dealt with, and should no longer be coming up as flagged for checking.

   •  

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Security  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂