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  1. Ability to edit expense code and tracking code after approval and payment.
    This is to make up for there being no data validation capability for coding.
    The workaround is to run the Account Transactions report and run 'query tests' in Excel.
    Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
    With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.

    7 votes

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  2. 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.

    38 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  3. Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.

    1 vote

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  4. When importing bank statements on the import screen, it would be great to have the account balance shown on the screen.

    Yes it shows the latest transaction imported but some statements will have transactions for the same day shown after this transaction that may or may not have already been imported - you would have to go back to the bank statement screen to confirm the balance. Having the bank balance on the import screen would be a nice QoL adjustment.

    Thanks

    1 vote

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  5. It would be a time saver if copies of outstanding invoices were attached when emailing customer statements

    31 votes

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    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

  6. Please enable assigning manual journals to projects and for project reports to also include the account name / account code.

    The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.

    Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.

    58 votes

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  7. Ability to email payslip before the pay run is posted. This way the employee can come back to the pay clerk with any feedback on hours or allowances before the pay run is completed and filed through to myir. The reduces the need to revert the pay run before the "final" posting and payment made to employees. Reverting the pay run impacts on IRD when IRD have begun their processing as they have to do a manual amendment to pick up any changes once the pay run is re-posted. I have advised by IRD they have to make manual amendments…

    5 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  8. Export in CSV UTF-8 or excel file as opposed to CSV comma delimited. Or have the option to choose what format the file is downloaded in as opposed to it having to be csv comma delimited.

    Reasoning: We utilise characters in our Xero that currently doesnt export out correctly e.g. "青龍 香米". This problem would be eliminated if we could export the file format as either excel or CSV UTF-8. Xero as a system supports the upload of these characters and displays them absolutely fine on the webpage, which is why we have decided to move to your system, but…

    2 votes

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  9. Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.

    Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).

    Hard to believe we are the first small business to request this functionality.

    11 votes

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  10. When printing an invoice I would like to go to the customer's account and bring forward the balance that is on their account.
    And have this balance on a line above the net amount for this invoice, which would then add the gross amount to the brought forward value and have aline below the gross amount of the invoice, showing the total amount that they owe to date including this invoice.

    24 votes

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  11. Our company's invoicing procedure comprises three steps:
    (1) invoice generation by our own custom software and also pushed to Xero through the Xero API,
    (2) direct debit payments manually added and processed via GoCardless (on their own website, not Xero's integration) for selected invoices, and
    (3) invoice reconciliation in Xero. This process is jeopardized when any alterations are made to the invoices in any of the systems (our database, Xero, or GoCardless), causing inconsistencies and the need for corrective credit notes.

    We primarily use our custom software for invoice generation and management (90%) and occasionally create manual invoices in Xero…

    3 votes

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  12. It would be great if we could do a bulk recode of due dates for invoices. EG, all May invoices for a particular supplier can be recoded so the due date shows 30 June.

    3 votes

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  13. I need to be able to set a number of pays for recurring payroll deductions.
    For example; my employee buys a laptop under salary sacrifice and wants to pay it back over a specified number of pay cycles.
    At the moment I need to track this manually to ensure that the deduction is removed at the right time. It would be great if the software could do this for me.

    17 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  14. Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. I would like to be able to select only certain employees and add LSL balances on their payslips rather than everyone in the organisation.
    My point is, when we set a new employee we started calculating their LSL from day one but we do not necessarily want them to see the balances until they reach 5 or 10 year mark working for the company.
    In this case, calculation of LSL is accurate as in 10 years times hours of employees can change btw full time/part time and so on.
    I would appreciate an option to select individual employees to display…

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. Get rid of this stupid MFA on EVERY sign in.
    It used to be monthly which was bad enough, now it is a constant pain having to use an authentication device just to get access to Xero. MFA is a complete waste of user time. My bank doesn't use it and I trust them not to lose my money, so why does accounting software need it?
    If the ATO insists on it with their stupid STP, then link it to STP and nothing else.

    12 votes

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  17. Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.

    4 votes

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  18. Require the ability to post net wages, loans, drawings without a contact. This information should not be accessible in the customer/supplier ledger/contact section.

    5 votes

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    Hi Charlotte, can you expand a little on your needs or use cases for your idea here? 

    A wage would generally be connected to an employee in payroll. Managing a loan is a little different and we have suggestion of how to do this in our help here, and when it comes to drawings and introducing cash to the business this would generally relate to a specific shareholder and would be recorded as Spend or receive monies, if you'd rather not specify the contact you may want to set up a generic contact that you could code these sort of transactions too. 

  19. Customer lifetime value report.

    I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.

    8 votes

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  20. Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.

    26 votes

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