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  1. Contacts - Permanently delete if no records

    146 votes

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    67 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Judy Roydhouse supported this idea  · 
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    Judy Roydhouse commented  · 

    Agree. But Xero could take it one step further ......
    After 7-years, I do not have to keep any transactions/clients for auditing purposes.
    The ability to delete these is something that has been suggested before.
    Why can't we have this as a feature instead of giving a **** new invoice layout????

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    Judy Roydhouse commented  · 

    I have been with Xero since 2015 and asked this way back then. Still nothing.
    I would like to be able to delete everything that is over 7-years old which DOES NOT have to be kept for auditing purposes. Nup. Nothing.
    Clearly do not want to invest in their platform for such simple things.
    Tidy Accounts are Happy Accounts!

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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.

  2. Invoicing - Remember default settings

    420 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

    Judy Roydhouse supported this idea  · 

  3. NZ GST - Add Publish Function to new style GST report

    185 votes

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    61 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for continuing to share and support in this idea.

    While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.

    For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.

    Judy Roydhouse supported this idea  · 

  4. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    532 votes

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    94 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Judy Roydhouse supported this idea  · 

  5. Invoicing - Make the History & Notes the same as in Classic Invoicing

    775 votes

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    169 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Judy Roydhouse supported this idea  ·