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146 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.
Erica Gerald
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5 votesErica Gerald
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14 votesErica Gerald
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An error occurred while saving the comment Erica Gerald
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50 votesErica Gerald
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I 100% agree. Plus I'm getting angry vendors who think I'm short paying them when I print a check for an invoice and there is no indication I applied a credit or what that credit is. I have started manually writing the information on the check stub and doing the math. It's exceptionally difficult to view the credits applied to a payment as well since I have to click a link and can't just see it in the transaction. This makes me bonkers and is a huge slow-down. It's magnified as a problem in the times I forget in a batch that one vendor has this situation and I just mail out the checks and then get the angry email and late fee charge because Xero doesn't have the functionality of acknowledging credits and the credit memo in the paystub.