Settings and activity
6 results found
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97 votes
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Claire Mortimer
supported this idea
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156 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Claire Mortimer
supported this idea
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8 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Claire Mortimer
supported this idea
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21 votes
Hey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️
Claire Mortimer
supported this idea
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150 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.
Claire Mortimer
supported this idea
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235 votesClaire Mortimer
supported this idea
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Set a time invoice reminders are sent. Currently ours are sent at 7.30am, before our team have the chance to reconcile the previous day bank deposits. So often reminders are sent to people who have paid.