Settings and activity
4 results found
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143 votes
An error occurred while saving the comment 
JULIE BURBOROUGH
supported this idea
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155 votes
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.
An error occurred while saving the comment JULIE BURBOROUGH
commented
I have so many contacts with no transactions that simply need to be deleted. Archiving them isn't a solution as they still appear in reports and when filtering, I have to scroll through hundreds of contacts - please can we have an option to delete. The suggested work around is to rename them - that helps me find the correct accounts but I still have to scroll through hundreds of accounts - which grows daily! hurry and sort this please - it is very simple.
JULIE BURBOROUGH
supported this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment JULIE BURBOROUGH
commented
Needs to be done, amazed its not currently possible.
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204 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
An error occurred while saving the comment JULIE BURBOROUGH
commented
We have quotes that come in from our website and only 1 person gets all the responses for these quotes. Definitely needs to change
We send pro-forma invoices to customers who then wish to pay by credit card. It would be extremely helpful if they could click a link and pay by stripe as you can on an approved invoice.