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  1. Xero calculates tax per line based on the total tax value of all components then rounds this figure. It is later split between tax components.

    Xero should be calculating the sum of each tax component rounded for each line item.

    Image attached shows how Xero calculates a different value for two equal tax components due to this simplistic method it is using to calculate tax. What is the point in having the ability to set multiple tax components if this is not taken into consideration when calculating the total tax value per item.

    2 tax rates, both set at 9%…

    1 vote

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  2. Expense Claims when assigned to a Customer in Projects should be automatically paid once the Customer pays their invoice. Currently even after they are paid the Expense is still outstanding in 'Bills You Need To Pay' on your dashboard. You then have to manually add payments for these Expenses even though they have already been paid by the assigned customer in Projects. It doesn't make sense.

    1 vote

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  3. The Dashboard panel "Invoices owed to you" shows the number and total of
    * Draft Invoices
    * Awaiting Payment
    * Overdue

    Having a fourth line showing Unsent invoices would quickly notify users of those approved invoices which haven't yet been sent, whether intentionally or in error.

    2 votes

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  4. It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.

    For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.

    As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…

    7 votes

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  5. Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!

    1 vote

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    Hi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?

  6. To be able to create a simple worksheet from your accepted quotes for your workshop.

    1 vote

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  7. The short-term cash flow projection should allow 2 weekly/fortnightly expense predictions (instead of just weekly and monthly predictions). The current absence of this feature currently results in incorrect cashflow forecasts (e.g. we pay wages every two weeks, so the timing of our wages prediction is always incorrect).

    2 votes

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  8. In the new bills to pay draft screen even though I search for a particular supplier or filter alphabetically so I can find a certain supplier when I go into the first one and approve & view next instead of giving me the next one of that supplier (the filter I have on) it goes to the next date. I need to approve a lot of invoices and it is much quicker to do by supplier and be able to go straight to the next one. I could do this in the old bills to pay drafts but can't in…

    2 votes

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  9. Search Job name when searching for invoices
    The search function should be consistent across all search. If you can search for job name or part of job name in Search, you should be able to search for job name in Business/Invoices. This brings consistency to the search function.

    4 votes

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  10. I would like to include the supplier invoices name and invoice reference on the on the project detail report rather than just the Expense name. Is there any way i can do this?

    4 votes

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  11. We need the ability to see how many miles an employee has travelled within the tax year. This is so that we can follow HMRC guidelines in respect of the pence per mile that is paid to the employee. Currently the rules state that up to 10,00 miles can be reimbursed at 45p per mile and thereafter this rate is reduced to 25p per mile.

    This could also include the ability to set a default rate to avoid any errors made by the employee and to then generate an alert once the employee exceeds 10,000 miles and automatically reduce the…

    14 votes

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  12. hi, please add bulk item lines function in quotation as like invoice.

    1 vote

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  13. Statement by Contact - as same contact a bill payment and a customer.
    Statement needed for 'Contact"
    We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
    We use Xero for several entities and all 3 have this issue.
    Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.

    1 vote

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  14. In Projects, it's vital that the employee who submitted expenses is shown on ALL Project reports.
    Why? Because at the moment, it's impossible for the Project Manager to check if all employees working on the project have submitted their expenses. It could also be that they HAVE added an expense but 'forgotten' to add the Project to it so it doesn't get included - because use of this this field is NOT mandatory in expenses.
    2. It would also be very helpful if the gross and net amounts are available in all reports. Again, for a Project manager, it's difficult…

    1 vote

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  15. Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.

    1 vote

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  16. The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.

    1 vote

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  17. Projects in progress list must show the total uninvoiced amounts also.

    9 votes

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  18. Please add the ability to bulk approve and email invoices simultaneously.

    3 votes

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    Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email. 

    Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team. 

  19. Ability to have a format option for sales invoices.

    Purpose: To make sales invoices appear more professional.

    39 votes

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  20. When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.

    Ideally we would want to see estimated costs, the margin added and the supplier during…

    2 votes

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