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4646 results found

  1. Report improvements for GDPR

    Since Xero has little to no features to help manage data privacy, please can we have the ability to show date added on Contacts. Even better, date of last activity - and show them on reports?

    If this isn't possible, custom fields would do as notes do not show up on the export.

    Thanks

    2 votes
    0 comments  ·  Contacts & communication  ·  Admin →
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  2. Scrolling through invoices whilst in a contact

    I think it would be really beneficial to be able to scroll through invoices whilst in a contact by using forward and back arrows to quickly see the history of all on the invoices entered. It would also be easy to find the most similar invoice that you want to copy.

    2 votes
    0 comments  ·  Business features  ·  Admin →
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  3. Purchase Orders - Import from an Excel file

    Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.

    48 votes
    submitted  ·  19 comments  ·  Business features  ·  Admin →
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  4. UK Payroll - Employee 'Known As' Name Field - Please Add to Employee Record

    Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    5 votes
    submitted  ·  0 comments  ·  Payroll  ·  Admin →
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  5. Inventory - Add multiple suppliers for same product

    When adding products from suppliers, it would be great to be able to add multiple suppliers details on one product (to save having the same item listed multiple times with each individual suppliers codes/costs etc). For example Supplier 1: Coca Cola Cans, Code: 1234 Cost: £12.99, Supplier 2: Coca Cola Cans, Code: A1244, Cost: £19.50. Rather have Coca Cola saved twice had sections within that product for multiple suppliers.

    1 vote
    submitted  ·  1 comment  ·  Business features  ·  Admin →
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  6. Bill due date

    Hi, you already have a 'bill due date' which you can set up to default to various options but you have to enter a number between 1-31 and we have suppliers who allow us to pay 60 days end of month. Could this be amended?

    2 votes
    0 comments  ·  Accounting features  ·  Admin →
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  7. Bills - Enlarge preview

    Make the preview bill bigger and make it so you can drag and drop it to another screen.

    2 votes
    0 comments  ·  Business features  ·  Admin →
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  8. Project settings - time entries populated to invoices in chronological order.

    Is there a way to change the settings in projects so that time entries are populated to invoices in chronological order rather than from new to old. It was always a challenge previously to be moving lines around - but with the new invoicing, it is verging on impossible. I could have 30-60 line items on an invoice. I don't know anyone that invoices with most recent first.

    2 votes
    0 comments  ·  Business features  ·  Admin →
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  9. Assigning staff to projects

    It would be great to be able to have a tick-a-box next to staff when assigning them to a project so that you could do this in one straight forward action.

    Currently you have to do each one individually which seems a bit cumbersom

    2 votes
    0 comments  ·  Admin →
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  10. Purchase Orders - Expand column width to show longer PO numbers

    The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture

    Please extend the column, else Xero should restrict the maximum allowance length for PO number format.

    6 votes
    submitted  ·  4 comments  ·  Business features  ·  Admin →
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  11. AU Payroll - See which employees are authorised to approve leave

    Generate a list of employees that can approve leave?

    2 votes
    submitted  ·  0 comments  ·  Payroll  ·  Admin →
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  12. Files Folders - Drag and drop files to change order

    Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
    Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?

    2 votes
    submitted  ·  0 comments  ·  Admin →
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  13. Contact Name duplicated for Expense Claims transactions

    When you submit a transaction via the Expense Claims function, it will duplicate the Contact Name and add that into the front of the description, so when you run an Account Transactions report, it then shows the Contact Name twice (because all transactions automatically have the Contact Name added in at the start of the description already) but then the Expense Claims feature does it again, so your transaction report line item will show as "Supplier Name - Supplier Name - Description of transaction" instead of just "Supplier Name - Description of transaction".

    Can Xero remove the duplication here?

    2 votes
    0 comments  ·  Accounting features  ·  Admin →
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  14. Bills - Assign a Name to Planned Dates

    Being able to name planned dates would make it easier to manage payments when multiple users are setting up different types of payments on different dates.

    2 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  15. Reporting - Run P&L / Income Statement in Amount order

    I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.

    4 votes
    submitted  ·  0 comments  ·  Accounting features  ·  Admin →
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  16. Xero Me | Expenses - Allow time to focus camera when capturing receipts

    When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.

    3 votes
    submitted  ·  1 comment  ·  Accounting features  ·  Admin →
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  17. Cash Flow Running Balance and Export!

    Please make the Cash Flow Report able to be exported to excel/sheets/csv! And please list the starting balance in the account, and show running balance like any other chart. This would be so helpful.

    2 votes
    1 comment  ·  Business features  ·  Admin →
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  18. New invoicing - Increase size of item code display

    The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?

    5 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
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  19. Invoicing - Show attachment option at the top of the page

    The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!

    4 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
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  20. Files - PDF File Preview

    In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.

    Upon opening in files, it gives the error "This file can't be previewed with this browser."

    This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."

    Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…

    3 votes
    4 comments  ·  Accounting features  ·  Admin →
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