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  1. It would help if the list of emplyees were sorted in alphabet order, by Surname. Also, a BACS report that just shows the employee, amount to be paid, and the total at the bottom.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.

    11 votes

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    Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.

    For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.

  3. Within the dropdown list for industry, there is no option to set a holding company, but this would be ideal if the company is a holding company for multiple industries

    1 vote

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  4. Currently when you filter all project reports by a date range it pulls the report based on when you assigned the invoice/expense to a project. Please update the report to pull by the invoice/bill date similarly to all other reports in Xero. This is crucial so you can compare your project reports to all other financial statements to confirm accuracy.

    5 votes

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  5. It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.

    For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.

    2 votes

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  6. Ability to enter time not associated with a project.

    1 vote

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  7. Can you please add a filter to the payments page so we can filter them to show just the incoming payments. It would make it a lot easier to reconcile the payments if we don't have to scroll through all the outgoing payments as well.

    2 votes

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  8. Live timesheet entries will be awesome, instead of having to wait a whole fortnight to check entries from Xero Me(only when submitted), we can check them daily or on a regular basis.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  9. The new invoicing doesn`t transfer the "Reference" field information to the email area and I have to retype this every time. The previous version just transferred it all. Now this means more work, having to input the reference three times in the process
    Also there is no confirmation anywhere that the files I attach are being sent. If you PREVIEW it does not show the files anywhere ?

    4 votes

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  10. A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new…

    2 votes

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  11. Ability to add project financials rerporting into an advisor template report

    Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
    You can't even take an existing template and add in a project report.

    2 votes

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  12. Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier

    7 votes

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  13. When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.

    Hubdoc has this feature, can this be applied to expense claims?

    1 vote

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    Appreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.

  14. We would like a function to be able to search employee's by national insurance number.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. When reviewing an expense claim, it would be ideal if the attachment (receipt) could fill the left side of the screen, so we can see the full receipt.

    Scrolling up and down to view information is tedious, so having the attachment displayed in a fixed area with an option to zoom in when needed would make the process much smoother.

    Currently, the view shows the top third only, so it misses a lot of information.

    1 vote

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    1 comment  ·  Admin →
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  16. Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.

    4 votes

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  17. It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description

    11 votes

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  19. There is no reason to override a cogs associated account to a purchase account in the inventory item summary.

    The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.

    1 vote

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  20. Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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