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  1. Files - Warning to confirm when deleting transaction with attachments

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    11 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.

    We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.

    We’ll continue to monitor the feedback here and share any updates as we learn more.

    Sandie Robichaud supported this idea  · 
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    Sandie Robichaud commented  · 

    I accidentally deleted the attached file for a contact when I attempted to click the preview. The trash can icon is directly next to the Preview link and it was an error on my part. However, once I clicked the trash can icon, the file was gone. Since I am the bookkeeper, I had to contact my client to have them re-attach the file to the contact record. It would be very helpful if there was a 2nd click to confirm a delete or move the delete option away from the preview option.