Skip to content
← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Just Ask Xero(JAX) - Ability to turn off (after it goes live)

    49 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

    To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

    JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

    However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can…

    An error occurred while saving the comment
    Judy Roydhouse commented  · 

    XERO, I DO NOT GIVE YOU PERMISSION TO USE ANY OF MY BUSINESS DATA AS TRAINING MATERIAL FOR YOUR AI SYSTEMS

    Judy Roydhouse supported this idea  · 

  2. Contacts - Permanently delete if no records

    134 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  62 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Judy Roydhouse supported this idea  · 
    An error occurred while saving the comment
    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????

    An error occurred while saving the comment
    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!

    An error occurred while saving the comment
    Judy Roydhouse commented  · 

    Come on Xero - show some sort of acknowledgement that this is an important feature that you need to rectify.

    An error occurred while saving the comment
    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.

    An error occurred while saving the comment
    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????????????????

    An error occurred while saving the comment
    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.

    An error occurred while saving the comment
    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.

  3. New Invoicing - Remember default settings

    401 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  · 

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

    176 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    60 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.

    Judy Roydhouse supported this idea  · 

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

    485 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    79 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Judy Roydhouse supported this idea  · 

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

    720 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    160 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  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  ·