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  1. It would be great to be able to mark payroll taxes as paid so I can see immediately if I have missed anything.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. When reconciling a bank account, it would be extremely useful to see WHERE a transaction is coming from (Bank Feed vs Imported Statement). Especially when deleting duplicate transactions, it'd be nice to know which is which as we prefer to not delete bank feeds when possible.

    3 votes

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  3. Create a tax code/rate which we can apply to interest income to withhold 10% tax for foreign resident entities and this amount is automatically populated to the Activity Statement at item W3.

    3 votes

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  4. When emailing a batch of invoices every month I need to click in every email field in turn to scroll along to view second & sometimes third email addresses for that client. Can the email field be widened please. It is so narrow sometimes just one email address can't be seen in full.

    2 votes

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  5. Leave Request emails to show Organisation Name.
    Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
    I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
    The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.

    4 votes

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  6. Move "jax" and the new "Apps" icons into the Company Drop Down on the right hand side so they don't clutter our tool bar and you can go in there and chose to activate them or not.
    Give us some choice please - I'm not loving having the search icon so far over now, as it has to make space for these 2, which I will not be using.
    p.s. I did sign up for the Beta of jax and the first answer was wrong...

    1 vote

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    Thanks for your feedback, Rachel. I've passed this onto our product team.

    We don't have any plans for changing the placement of the JAX icon atm, but it'll be good to get a sense from the community that also feel this way, here. We're keeping a close eye on feedback, and I'll let you know if there's any news to share with you here.

  7. Find & Recode - Reference field
    There is an idea posted that says you can already add or change tracking through Find & Recode. I have just been advised in Help by a specialist that I cannot add or change the Reference field of the Invoice Number field for multiple transactions as a group. Even though the Find and Recode article online AND the answer to the previous idea says that you can. Having to manually update the Reference one by one on each transaction is frustrating and time consuming.

    1 vote

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  8. Add a 'Project Assigned To' column to the Supplier Activity page to readily and easily be able to find a particular invoice without having to click into each one.

    1 vote

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  9. Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?

    1 vote

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  10. Xero should deal with back dating a directorship

    As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
    No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay…

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. I would like a subscription option for a "super only" payroll for 20+ contractors. I do not need all the payroll functions as these are contractors who I pay from an invoice, but I do need to pay their super. There is absolutely no need for me to pay for the top tier payroll subscription, when we only have 2 people actually on payroll, but 20+ people who we need to pay super to.

    1 vote

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  12. Can we have an option to print to pdf statements in landscape as well as portrait?
    for example the screen in xero when I look at the statement shows the invoice reference in full but when you download this to PDF the reference gets shortened. This is an issue when the reference is a PO number and then you don't see all the PO number on the PDF version, for some customers they will not accept the PDF statement because of this

    6 votes

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  13. To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.

    1 vote

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  14. Please add to product ideas to have
    * allow search feature to allocation screen if the above is not possible

    1 vote

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  15. Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.

    1 vote

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  16. While in the reconcile screen, when I type in who and it pulls up my contact, I would like it to automatically default to the gl acct that I already have on the Contact card. I have to click on details then go to the gl box click on it to see what the gl acct is. Sometimes lets say Costco it could either by Office Supplies or Auto Expense(gas). So when I type up the Costco contact I would like to see what gl acct it is going to and if I need to change it to Auto Expense…

    10 votes

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  17. Invoices submitted by contractors - Xero should have a tick box where we can tick 'I need to pay super on this invoice' and it tracks and records contractor super owing.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  18. Ability to set up a bank rule to pay off an existing bill that is paid in monthly instalments. Currently have to manually allocate the monthly payment to a bill using the match and split function but it would be useful if a rule could be set up for this.

    1 vote

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  19. Xero Profit and Loss account reports.
    Specifically, I need to switch the sign (bracket) on the cost variance.

    Currently, a higher cost than budgeted appears as a positive variance, usually a negative variance displays in brackets. Conversely, a lower cost than budgeted should appear without brackets.

    1 vote

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  20. We're auditors and some of our clients are having issues around providing consistent access to everything as they don't want us to have read-write access, and we don't want that either. What we'd like is a user class for auditors/regulators which is read only and allows access to everything.

    6 votes

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