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  1. I have a number of Telstra accounts that all come due within a day of each other. Xero can't tell the difference between the rules. I was thinking that when doing reconciliations, where it has the drop down tab "Options" if you could add "Choose a Bank Rule" it would save me having to ignore the wrong rule chosen by Xero and and manually have to fill in the data for the relevant Telstra Account when it comes in.

    25 votes

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  2. I want to track certain yearly expenses. I wish to put a limit to the expenses. When they reach the limit,I wish Xero can alert me. Eg Setting a limit on staff benefit per employee as $1,000. Once $1,000 is reached, a message can be sent to me.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. It'll be good to be able to submit leave requests for the next year without affecting the current year's balance.

    Towards the end of the year for the holiday allowance, employees start to plan their time off for the next year.

    It'll be good for the system to recognise that the leave request is for the next year and only deduct off the balance once the new year starts and the balance is reset.

    25 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  4. Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. i recently got a new phone and all its photos are saved as HEIC format however everytime i forward this type of image to xero for bill forwarding it fails as xero doesn't recognise the format.

    can you please update file formats asap as all newer mobile devices are moving to HEIC as it is a higher quality file and a smaller size overall, and samsung i found out do not offer an auto change of file before forwarding so it will not be easy to convert back to a jpg or png etc. before sending receipts to Xero

    14 votes

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  6. Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…

    2 votes

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  7. A common problem importing bank files is the reversal of Debits and Credits. This is especially common with Credit Cards.

    The "fix" that Xero recommend is to modify the file with a spreadsheet editor. This is only possible with CSV files and is error prone.

    A setting to reverse credits and debits when importing bank files would be immensely useful when your credit card provider statement has it's debits and credits reversed.

    Or maybe allow a bank to be treated as a Liability?

    6 votes

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  8. It would be good to be able to see the bank account details (BSB and Account number) on the new bill screen when entering invoices to be paid. By having the contacts bank details on the entry screen you can easily check that the bank details in Xero match what is on the invoice. This would save time of having to go and open the contact to check that the details match - not to mention save time of having to download the invoice so you can view it while checking against the contact. Being able to look at the…

    25 votes

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  9. Enable quote "Title" field to be included in a custom report

    1 vote

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  10. If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?

    4 votes

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  11. Please allow the option to put the company's logo on the payslip.

    11 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi all, returning to the idea here I wanted to provide an update in light of recent communications you may have received - We’re making some changes to Global Pay Run to help you manage your payroll more effectively;

    - From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date. 

    - Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run. 

    This also means that we will not be making any more updates to our Global Pay Run product, and I'll move this idea to Not planned.

    Between now and 23 July, as mentioned in my last post the best option here would be to use a pre printed letterhead to print…

  12. Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.

    13 votes

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  13. Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

    13 votes

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  14. Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.

    Thank you!

    15 votes

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  15. Projects, should show full description of Bills & Invoice details, and include partial payments & credits allocated to the Bill or invoices in Projects..

    2 votes

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  16. ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria

    10 votes

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  17. Exception search capability - eg searching for invoices or bills that are not scheduled for payment.

    3 votes

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  18. Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.

    28 votes

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  19. We have had a number of issues relating to modified invoices / documents within Xero. It would be great if there is a way we can setup alerts or email notifications each time certain documents are modified such as invoices or figures on forms etc. This would allow our Financial Controller to oversee all changes made on a global level.

    1 vote

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  20. add staff payment rates to projects so can be selected from a drop down list

    3 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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