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  1. Despite several separate requests on this forum, New Invoicing's email still begins with an invoice summary, unlike Classic Invoicing.

    For us, relationship and communication are more important than asking for payment so Classic Invoicing's email is perfectly set up with our message first and the invoice following.

    New Invoicing's email reverses this with the money part writ large at the top.

    Andrew Chadwick described it better than I can in the post linked below. The idea has been marked as Delivered but, respectfully, it hasn't been. His and my points still stand.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48530306-invoicing-keep-classic-email-template-as-an-opti

    12 votes

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  2. Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!

    34 votes

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     ·  12 comments  ·  Payroll  ·  Admin →
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  3. Be able to hyperlink to expenses booked to a project

    4 votes

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  4. When you go to add a bill it does not give option to upload.

    Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier

    3 votes

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  5. It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
    This would be amazing as I have to use other software for this .
    Steve
    Wired electrical

    2 votes

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  6. For businesses that only leverage ACH bank transfers as a form of payment, allow users the ability to remove all credit card logos from the invoice. It's not currently possible to remove the Visa and Mastercard logos from your invoices, when using Stripe as a payment service.

    3 votes

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  7. Batch download of Validated eInvocie from Malaysia LDHN

    This idea is related to eInvoice from Malaysia LHDN, send individual invoice section.

    Once sending the email to MyInvois@invoi.ci, and after validated, the e-invoice will be added to file attachment.

    There is currently no option to be able to batch download these multiple eInvoice that is validated in the file attachment section.

    Please find the attached and reference below for Send individual e-Invoices:
    https://central.xero.com/s/article/Send-e-Invoices-to-the-IRBM#SendindividualeInvoices

    Thank you

    2 votes

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  8. Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.

    4 votes

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  9. Remove all account codes check box upon financial statement publishing

    We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.

    A simple box to remove all account codes when publishing just like the decimal place box would be fantastic

    Please fix this

    15 votes

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  10. I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.

    Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?

    Thanks for your support!

    2 votes

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  11. Hi Xero,
    It would be great if the status of bills/invoices that are partially paid could be highlighted in a different color and labeled as 'PARTIALLY PAID' or something similar.

    3 votes

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  12. 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…

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. We have multiple employees that have various deductions from their wages. This is causing the pay slip to spread accross two pages which is concerning as they may miss important information like messages at the bottom of a pay slip.
    There needs to be the either:
    1. The ability to change the payslip layout
    or
    2. Have two or three template options to choose from.

    Currently the whitespace at the top of the payslip could be utilised. The required business and employee information is great but could be in a better layout. Move the business information to the left, employee…

    2 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  14. Under all the new rules and regulations set down by the Tax Practitioners Board, it is a requirement to keep a backup copy of the data file. We do not want to start a new Xero file from a backup - that is not logical. We need the ability to click on a button and run a backup to comply with the new rules. Using another app is also not a solution. It must be built in the the Xero program that we can use as bookkeepers. This is an essential feature if we are to comply and do regular…

    3 votes

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  15. New NZ GST return - brings up the GST return for the wrong entity.
    This is not a new idea, but a critical flaw in the new GST return that needs to be addressed right away. I have gone to support and they confirm that it is a Xero issue. "Currently, the Product Team have confirmed it’s not possible to work on multiple GST returns across multiple browsers using the new GST return." Then they said the best way is to put the idea on this page, so here goes.
    We prepare GST returns for clients that often have one…

    12 votes

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  16. When using the Reconcile Period feature for clients with multiple bank accounts, it is time-consuming to click in and out of each account to check if reconciliation is needed. It can also be difficult to remember which account you left off on, especially when reconciling at different times throughout the month.

    Displaying the ending date of the last reconciled period next to "Reconcile Period" and/or on the dashboard would provide a quick overview of the last reconciliation for each account, improving efficiency.

    3 votes

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  17. In the Bills section under- New Bill and Upload Bill you cannot currently drag and drop the file from an email into the box. You either have to email or download the file would be time saving if you could just drag and drop straight from email into the new bill box.

    2 votes

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  18. When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…

    2 votes

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  19. You can only allocate payment on accounts to a customer ledger on Xero by clicking 'Overpayment' which is very long winded. Please can this be simplified to select the customer and then allocate straight as a 'payment on account' and then this can be allocated to the invoice once this is uploaded.

    In addition, if there is money out that gets contra'd against money received from a client, there is no way of coding this to the customer ledger.

    41 votes

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  20. As default, can you please turn off the check box "Show journal on cash basis reports"
    For users that rely on the 'Cash Summary' report, non-cash journals create significant difficulty getting a true read on the cash position of the business, a key requirement for this report. Thanks

    33 votes

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