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  1. When importing invoices and bills, to have the option to import using the Account Number where specified, instead of the Contact Name to avoid the issue of creating duplicate contact records where the name does not match exactly in Xero.

    24 votes

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  2. Be able to setup the ATO integrated Client Account as a Bank Account and receive a direct feed fro the ATO (or relevant Tax Authority) for transactions including Penalties and General Interest Charges.

    7 votes

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  3. Create a accept quote button/link within the quote email template so clients can hit the button within their email client to accept quotes instead of having to view it online or missing it within the attached PDF quote.

    12 votes

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  4. Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available

    1 vote

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  5. The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
    as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.

    1 vote

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  6. I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.

    18 votes

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  7. Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.

    32 votes

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  8. Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.

    33 votes

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  9. Hi, I'm wondering if there is a method to generate a customer statement balance report with multiple currencies (including a contact filter) and export it in Excel spreadsheet.

    I've attempted a few approaches previously:
    Using the path: 1) Business->Invoice -> Send statements. However, this only displays the source currency and doesn't offer an Excel export option.

    2) Accounting -> Report -> Account transactions
    While this displays transactions in multiple currencies, it doesn't provide the option to show the balance brought forward from the previous month.

    3) Accounting -> Report -> Customer Invoice Activity Unfortunately, this report only shows the functional…

    1 vote

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  10. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    33 votes

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  11. P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
    My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
    This will also allow usage for tracking and internal auditing.
    Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Sam, thanks for sharing this idea.

    As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!

    Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?

    You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.

    Let me know if that solves this one for you, and we’ll switch this one to delivered 😊

  12. It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts

    11 votes

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  13. When reviewing a VAT return on the transactions by tax rate tab - there is no way to view the detail if the payment was through an invoice or bill even though you are able to see the detail if it is entered as a spend money or receive money transaction.

    Being able to create bills and add attachments is extremely convenient, however, it is not when you are unable to see the detail you have provided when reviewing the VAT return.

    Please look into this! Thank you.

    12 votes

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  14. The Net functional (for us GBP) column in the Account Transaction Report does not function correctly if we are considering the full GL.
    Whether it shows a Debit or Credit as plus or minus depends on the type of account.
    For example, an accrual Jnl posts Debit Expense/Credit Liabilities but both show as Positive in the Net column.

    We run the full GL to conduct our analysis and we re-calculate this column every time.
    Then we can confirm that the list balances as the total of the double-entries should be nil.

    Is the current presentation of any use to anyone?…

    4 votes

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  15. We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.

    12 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  16. I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.

    Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…

    14 votes

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  17. In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.

    3 votes

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  18. 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?

    6 votes

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  19. The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.

    Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.

    8 votes

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  20. When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.

    8 votes

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