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  1. 1 vote

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    Hi Chris, the options for Sales and Purchases are the same in Contact defaults. You'll find there is a 'of the following month' option.

    When you say end of the following month would this be to be able to set the bill due date to change based on the # of days in the month?

  2. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.

    It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".

    As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals

    20 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  4. Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.

    65 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  5. Ability to specify an exclusion criteria for Find & recode.

    1 vote

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  6. Set-up an email notification to alert users when their Purchase Order has been approved

    18 votes

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  7. Please change the table view on the Business --> Purchase Orders (Purchase Order Overview) to be the same as the Invoice Overview, which expands to fill the width of the page, as the current Purchases Overview is truncated and you cannot see pertinent purchase order details; like the PO name as an example.

    6 votes

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  8. Ability to view notes added within the contact details section from the list view.

    This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.

    50 votes

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  9. I want more decimal places on the Line Amount and Invoice Total to display as follow:
    1.7568 x 25.12 = 44.1309

    I can get it to show 44.1300 but I want to set it up to show 44.1309

    4 votes

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  10. A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.

    1 vote

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  11. At the moment Xero only produce standard 18 format files for paying employees electronically. There is very minimal banks that accept this kind of format. I I think it would be of great use if we could upload a template file to Xero of the format our bank accepts and it then produces this type of file for us.

    19 votes

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     ·  11 comments  ·  Payroll  ·  Admin →
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  12. 4 votes

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  13. To be able to attach documents (images / PDF ) to published reports.
    For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc

    15 votes

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  14. It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
    This would highlight any patterns, e.g. price to high, delivery to long etc.

    1 vote

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  15. Hi,
    I would like to see the invoicing feature of Xero increase from 9billion per "Line Item" to 1trillion per line item.
    Thankyou
    Darren

    1 vote

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  16. When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

    31 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. I have one employee that is paid the same amount every week, it would be great if I could set the pay run to post and file itself every week until further notice. I have an automatic bank payment set up so this would make it so easy - and more importantly it doesn't rely on me remembering.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi community, while we appreciate you sharing this idea with us here, and understand the interest for being able to automate pay runs, we want to confirm this is not in our plans at present.

  18. It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.

    ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.

    5 votes

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  19. When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.

    If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.

    This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.

    We do hope that the Invoice Number column can also be shown…

    19 votes

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  20. I can see multiple suggestions and several thread over a number of years regarding the need for an SMS feature for both customer communication and invoicing. When are you going to add this? The tech is readily available to you. Many other platforms offer this now. Please prioritize this enhancement! Thanks.

    66 votes

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    Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.

    See detail on how sending invoices via SMS works on Xero Central.

    Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.

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