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  1. It would be great if possible to run an invoice detail report which reflects customer location.

    7 votes

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  2. It's great that Xero Me now allow employees to add their own start, finish and break times but all hours appear as ordinary hours. Xero should have a warning prompt flagging this as it's easy to miss overtime hours and pay them as the default ordinary hours, which then needs an unscheduled pay run to correct the underpayments (assuming you work this out for yourself!). Public holidays should also be flagged so we can adjust pay rates (if needed) for these days.

    25 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  3. Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.

    39 votes

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  4. I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.

    1 vote

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  5. It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.

    3 votes

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  6. Ability to apply a vendor credit note to a customer invoice. Currently need to code to a clearing account than go to the customer invoice and apply to the same clearing account to clear. Would be nice to have the ability to apply directly to the customer invoice.

    3 votes

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  7. We need to be able to run a report of historical Expense Claims, by Customer contact in order to see what Expenses were entered for a certain time period. The Expense Claims Detail report does not show anything when I run it. I need the Expense Claim Report to be able to be sorted by our Customers names, not sorted by our employees.

    8 votes

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  8. ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.

    5 votes

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  9. In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.

    Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.

    So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.

    In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!

    2 votes

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  10. I love the Xero filing cabinet as I can put files in there for the accountant and owner to view. However I have been using this cabinet for over 7 years and would like the ability to archive / consolidate by year.

    2 votes

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  11. Create a Bank Reconciliation Report only which would be the current Reconciliation report without trial balance, AP, AR, Fixed assets, general ledger exemptions and journal entries.
    I know you could custom create the report but xero generated would be more professional and would also includes any additional bank accounts .

    2 votes

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  12. Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.

    30 votes

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    Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.

  13. There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
    A description for each user would be handy to identify the role of each person within the Organisation.
    A start and End date would allow for Temporary access arrangements.

    43 votes

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  14. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    42 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  15. Employee loans and advances should have the ability to add the gross amount starting date deduction amount this should then be reduced by each payment so the amount still owe can be seen at any time.

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.

    2 votes

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  17. Add an option to import a single column with positive and negative values, or 2 columns with debits and credits would be a massive help. I've attached how Zoho handles this.

    2 votes

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  18. At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?

    22 votes

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  19. To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank

    28 votes

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  20. There should be a way to remove unnecessary motivational responses like "Great Job!" when finishing a bank reconciliation.

    I do the bank reconciliation every day and don't consider the task difficult or special, so the "Great Job!" just seems patronising. A simple "You've reconciled all the transactions for this account" is all that is necessary for a business application like Xero. Some people might like it but I'd prefer my accounting software to not pretend to have a personality like that.

    3 votes

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