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  1. Be able to use CIS nominal codes on quotes so CIS is displayed

    36 votes

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    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

  2. Ability to use backorders in the Purchase Orders.

    Purpose: Users can easily know which purchase orders have backorders.

    58 votes

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  3. Ability to create receipt, del note and remittance using DocX.

    Purpose: Users can easily customise their receipt, del note, and remittance using DocX.

    48 votes

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  4. I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.

    1 vote

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  5. On payslips and in reports, I think there should be dates next to the following items so it isn't confusing for the employee and when checking reports. It makes it more transparent too.

    Time In Lieu
    Annual Leave
    Sick Leave
    Compassionate Leave
    RDO

    13 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. The Australian version of Xero offers a timesheet summary report. Can we have this in the UK? I need to send a manager details of his employees uploaded timesheet data and there is no report.

    27 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.

    10 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  8. Current invoice template (as of 26 July 2023) does not allow to automatically populate the customer's VAT number nor make reference to reverse charge, as is required by Council Directive 2006/112/EC of 28 November 2006 on the common system of value added tax, Section 4 "Content of invoices", Article 226, paragraphs (4) and (11).

    Current template means we need to remember to fit in those details in the services description since there is no way to add a note on the invoice itself.

    Please,
    (1) when a tax rate EU/0% is selected, add the customer's EU VAT number automatically or trigger…

    2 votes

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  9. I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.

    For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…

    6 votes

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  10. I am working with Société Générale (France) and we are not so lucky to have the automated bank transactions functionality. Our bank is combining both main bank movement and credit card movements in their OFX format.

    This currently gives me the following error message in Xero : The file selected contains more than one statement which is not currently supported. Download a file with transactions for one account and try again.

    My error message finds its cause in the fact that I have an export from the bank that contains both <bankmsgrsv1> and <creditcardmsgrsv1> transactions.
    Why does Xero not allow…

    1 vote

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  11. It would be great if you could download the Employee-year-to-date preview report after payroll finalisation in Australia.
    Currently, this report can only be downloaded as part of the finalisation process not after. After finalising payroll you can only download a CSV file. We missed a transaction when reconciling that was in column BY - we spent hours trying to reconcile a payroll finalisation that could have been easily checked with the Employee year-to-date preview report which is all on one page.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  12. Have the option to create nominal codes and assign them to CIS returns to allow for more granular review of costs. E.g. Bricklayer expense, Plumber expense etc.

    42 votes

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  13. Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked

    6 votes

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    Appreciate you raising the idea here, Sally. 

    It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks 

  14. Time Off
    1. As a senior manager I want to export a report, in one operation, a table of employee name and hours left to book, I need this to chase employees who are not taking leave and know the financial risk we are carrying in the business from untaken leave e.g.

    Employee name | Hours not yet booked | Hours booked but not taken yet
    Fred 80 16
    Joe 16 8
    and so on.....

    1. Any chance we could have a quick panel of employee unapproved leave requests so I can quick go through this in the morning (at the…
    31 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  15. Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    51 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  17. Declined quotes to appear in the activity list of a contact - At the moment they do not and the only way to determine if a quote was raised previously is through a search through quotes.

    Since it is an activity linked to a contact, fruitful or not, this should be linked to activity list of the contact.

    7 votes

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  18. Add CIS Deduction value to the Aged Receivables and Aged Payables reports. In the same way Outstanding VAT value is an option to include in the reports, also include CIS Deduction.

    53 votes

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

    2 votes

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  20. Ability to attach supporting file to tracked inventory adjustment entry

    5 votes

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    Thanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.

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