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  1. In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.

    11 votes

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     ·  2 comments  ·  Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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  2. There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…

    4 votes

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    3 comments  ·  Contacts & communication  ·  Flag idea as inappropriate…  ·  Admin →

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  3. It is all too easy to accidentally upload a batch of sales invoices to Xero from the wrong period. It can then take absolutely hours to delete these as Xero does not have the functionality to remove these en masse.

    6 votes

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    4 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂

    Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here? 


  4. Morning

    It would be really handy if we could create a rule under cash coding for transfers, the way you can with spend money and receive money.

    Thank you

    9 votes

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    1 comment  ·  Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    5 votes

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     ·  2 comments  ·  Settings & user roles  ·  Flag idea as inappropriate…  ·  Admin →

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  6. To have a column of back orders/negative items within the Sales Invoices.

    Purpose: Users can easily enter back ordered items rather than doing extra steps of adding 1 more item in their inventory.

    12 votes

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     ·  0 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Ability to have separate fields for posting date and invoice date.

    Purpose: To make users can ensure the expense is recorded in the appropriate month (posting date), and the due date is properly calculated (invoice date).

    11 votes

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     ·  1 comment  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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  8. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    6 votes

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    0 comments  ·  Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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  9. NZ Payroll - bulk approve timesheets

    5 votes

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     ·  1 comment  ·  Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Attach pdf files to a pay run and option to email them to the employee with the payslips.

    9 votes

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     ·  1 comment  ·  Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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  11. It will be really great from the Aged Receivables Reports to be able to send Statements to Customers without having to leave the page and come back to it.

    A flag, on the Aged Receivables Reports, of when last a statement was sent will also be very useful.

    7 votes

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     ·  2 comments  ·  Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Entering multiple payments to an Invoice in Xero. Currently it exits the invoice when you enter a part payment in the payment section. I often want to enter several payments for cash received and card payment received on several days and have to keep going back into the invoice for each payment.

    8 votes

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     ·  1 comment  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Client uses Xero Expense App - then tag in Customer as "billable" expense but the actual receipt does not attach to the invoice. Client need to drill back into each expense claim, download the receipt then attached to invoice. Also limited to 7MB - not enough.

    Billable expenses is a great feature but could be even better for small businesses needing to on-charge to their customers.

    7 votes

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     ·  2 comments  ·  Business features  ·  Flag idea as inappropriate…  ·  Admin →

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  14. It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
    One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
    I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!

    9 votes

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    0 comments  ·  Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email

    Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.

    Purpose: to allow processing of credits through the Draft Bills seamless

    cost effective: reduce the need for additional software such as dext or hubdoc, use xero.

    Current process: open the Draft Credit, download the…

    9 votes

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    0 comments  ·  Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

  16. It would be great to have mandatory fields at the top of quotes and have these as searchable:

    1. Job(or Project) Name
    2. Job(or Project) Address

    I have a client who receives deposits, but does not invoice until project/job is completed, often his customers do not quote the reference only a job name or address. I spend a lot of time looking for the correct customer, manually searching through quotes for the address, which obviously is not searchable elsewhere.

    6 votes

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  17. Users in Xero can see the figures of the repeating invoices.

    Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.

    9 votes

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  18. Being able to view previous versions of a quotation to see any changes that have been made.

    8 votes

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  19. Ability to have a warning message appear when turnover is reaching the VAT registration / deregistration threshold

    7 votes

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  20. Ability to return to the previous screen after the user edited a transaction.

    Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.

    8 votes

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