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  1. Contacts - Permanently delete if no records

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    submitted  ·  43 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Judy Roydhouse supported this idea  · 
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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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    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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    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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    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.

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    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    I now have over 240 client/suppliers that have been archived.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.