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4696 results found

  1. Include an extra tab that summarises the totals for the Tax Rates including the cents.

    This will eliminate the need to scroll through all the detail to code the journal/payment.

    2 votes

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  2. We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
    Many businesses have a 'do not click links' policy.
    Please attach the pdf invoice to the original email to save all your users those extra clicks.

    68 votes

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  3. Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!

    51 votes

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  4. The ability to use Apple Pages to create invoice and quote templates.

    We, in common with countless other businesses worldwide use Apple computers, iPads and iPhones, as such we are disadvantaged as we are unable to create templates using any Apple software programs. Please address this for us as soon as possible so that we can make full use of Xero capabilities. This feature would no doubt make Xero more attractive to new Apple based users also.

    2 votes

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  5. I think it would be really helpful to put a search bar for employees in a pay run. It's really time consuming to scroll down list of employees especially if you have lots of them. It's under employee dropdown. Thanks!

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. Hide or Archive System Accounts when not needed. We are a Cash Accounting based business so have no A/R, A/P, or other accounts related to Accrual Accounting. I
    It would be most useful to tidy up our chart of accounts to be able to hide the system accounts related to Accrual Accounting so that they don't clog up our reports etc.

    2 votes

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  7. Ability to add a planned payment date to a bill from the "All" tab in. It is very frustrating that if you are in the all tab in the bills to pay section and you want to add a planned date to a bill, you then have to navigate to the awaiting payment tab and then search again for the bills you want to add a planned date to.

    Further, there is actually no need for an awaiting payment tab. We should be able to filter on the All tab for the view of bills we want to see.

    2 votes

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  8. Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.

    62 votes

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    24 comments  ·  Payroll  ·  Admin →
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  9. 8 votes

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  10. Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
    At the moment, I can only do the Total amount, which includes GST.

    10 votes

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  11. The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.

    The old profit and loss report did this easily. So the new report is a major step backwards

    Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those less…

    51 votes

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  12. It would be great if there was a feature to display conversion details for invoices that are entered in the base currency. ie - your base currency is GDP and it shows the conversion rate in EUR

    19 votes

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  13. When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with…

    1 vote

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  14. Leave approvers to be able to see sick leave balances in Xero Me app as part of approval process

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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  15. Ability to record an annual shutdown leave.

    Purpose: Ability for a Payroll admin to easily record annual shutdown leave when needing to make a calculation around separating employee’s anniversary dates and start dates.

    16 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  16. Pay items bulk upload

    can we please have a way of updating pay items in bulk
    when items are imported via a different pay system the W1 area is not updated
    and to do 100 items takes so much time as they have to be one indivually.
    other items can be exported, updated and then imported back

    5 votes

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    2 comments  ·  Payroll  ·  Admin →
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  17. Allow a default bank account to be set for Bill Pay or Spend Money transactions

    7 votes

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  18. There needs to be a better matching system with Xero.

    For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.

    Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.

    7 votes

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  19. It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  20. Short term cash flow projection, please can you update it to show bills with future dated payments?

    Once our suppliers bills are in for the month, we often set bank payments up for them for their due date so that we don't' have to keep remembering to make payments. If we mark them up with a future payment date, they are removed from the cashflow forecast. It would make much more sense if they appeared in the cashflow on the date they have been set to pay.

    6 votes

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