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  1. Option to sort customers/suppliers by their surname.

    Purpose: This feature will make it easier for users to find their contacts in Xero.

    7 votes

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

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  2. Ability for employee to add notes in timesheet. Detailing works performed.

    9 votes

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

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  3. It would be great to have the ability to mark a bill as already paid when being entered.

    We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…

    8 votes

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

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  4. On the Employee tab when an employee moves pay rates it would be good to have a record of the history of changes to see when the rate changed and what all previous rates have been - this would make tracking rate changes and anniversary dates easier.

    So if the rate changes in the pay template then the change is recorded (link) to say notes to keep track of rate changes.

    5 votes

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

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  5. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    6 votes

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

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  6. Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.

    Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.

    Employee's submit expenses - so you know who needs reimbursed already.

    7 votes

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

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  7. In the old quote version, when adding an item it would search just by the item code which was great.

    Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.

    Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?

    Thanks
    Sue

    4 votes

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

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  8. Ability to have bulk updates and import stock quantities into Xero.

    Purpose: To save users time from having to adjust/update inventory one by one.

    6 votes

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

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  9. Hi,
    Something that would be very helpful as an accountant, is the ability to run a report for a given date which shows all the transactions where the VAT was claimed/paid on a later return. I know that the VAT reconciliation report doesn't work with MTD.
    Happy to discuss to help with this.

    5 votes

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

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  10. The rate claimable is often standard across the whole organisation so should be able to be pre-set. Users do not necessarily know what the claim rate is. Should be able to set a car mileage rate and a cycling mileage rate.

    4 votes

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

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  11. Currently Xero Expenses creates a single expense claim for each individual item.
    Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.

    I would like to have the ability to group individual expense lines into one expense claim.

    I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.

    5 votes

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  12. Bank Rules Report
    To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc

    6 votes

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

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  13. The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.

    The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).

    5 votes

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  14. We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
    We should also be able to show holidays in days not hours.
    We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.

    7 votes

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

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    Appreciate you posting in Product Ideas, Bruce - To make it nice & clear what members are adding their vote for, and in order for us to share the feedback to the right people and places, it's best to have only one idea per thread. 


    I've update the title here to reflect the first idea you've mentioned. 

    You'll find another has been started for the ability to show holiday allowance in days not hours that you clan support, and  you're welcome to add another for calculating holiday balances a for employees that work less than 5 days. 

  15. Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.

    4 votes

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

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  16. When generating the Payroll Activity Summary report, it would be good if I could select certain employees.

    Currently you can only choose an individual or all employees.

    2 votes

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

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  17. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    7 votes

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  18. it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.

    4 votes

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  19. Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.

    4 votes

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  20. Ability to use backorders in the Purchase Orders.

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

    7 votes

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