Security & support

2 results found

1. Too much clutter

   When reconciling transactions there is now so much clutter on the page it is slowing me down. I find the blue auto reconciled info is not useful and there are two buttons for turning auto- reconcile off/on, making the screen very messy.
   The reconciling information I am working on is pushed down to the bottom third of my screen, how is this "beautiful accounting"?

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   0 comments  ·  Security  ·  Delete…  ·  Admin →
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   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. 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

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   0 comments  ·  Security  ·  Delete…  ·  Admin →
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   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 🙂