Allow financial advisers to permanently delete records from the systen
I think that Financial Advisers should have the ability to completely remove a record from the system. Or - this needs to be a permission setting on some future ACL implementation.
What if an error occurs? Especially for folks like me who are synchronizing their billing system. As far as I am concerned - my billing system has the most accurate information. I want to be able to adjust for errors that may occur during sync - because I cannot effect the records in my billing system.
These records have already occured. They are uneditable. Xero is simply copying those records so I can reconcile all of my accounts.
At the very least - your support team should have this capability. So that in the few cases - we can work with a customer support representative and clean up our system.
- Aaron
Aaron Geiser
shared this idea
Hi Aaron, appreciate the suggestion. This is best placed in the community feature requests as it is not API related: https://community.xero.com/business/topic/23/
I can tell you that any full accounting system needs a complete audit trail – that is why deleting is not an option but reversing/undoing is in Xero.
-
Michael Harris commented
I get where you’re coming from—sync errors can be incredibly frustrating, especially when the source system is more accurate. Having proper permissions or support-level controls would really help maintain data integrity and trust. In similar situations, I’ve found that reviewing related public data like Michigan Court Records at https://wayne-county-court.org can offer useful context on how permanent records are typically handled. Hopefully future updates will include more flexible controls for edge cases like this.
-
Brian Scott
commented
I think allowing advisers to permanently remove outdated records could help reduce confusion and improve data accuracy over time. Clear retention rules are still important, but flexibility matters as systems evolve. I recently reviewed how property-related information is handled through resources like https://saintluciecountypropertyappraiser.org and it shows how structured data management can support transparency. A balanced approach could benefit both professionals and the public while keeping records meaningful and current.
-
Kevin Lawton commented
If an error occurs during synchronization, it’s essential to have the flexibility to correct it, especially when your billing system holds the most accurate data. For those facing similar issues, I suggest checking out useful tools to track discrepancies. You can learn more about managing and accessing records through helpful platforms like https://arestss.org, which can help you stay informed about record adjustments.
-
Aaron Geiser
commented
Leave it out of the API - but atleast let us correct our own errors.