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  1. It will be very useful for reporting if we are able to change the layout of Timesheet Details from a week ending to fortnightly while also able to choose the start date and end date without the dates with zero hours.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. To allow default settings for individual invoice templates. For example rather than set a default due date or currency for ALL invoices, allow individual invoice templates to be set there own due date timeframes , ie 7 days or immediate payment terms and also the same for currency.

    The more standardised we can make our templates, the less likelihood of user error.

    8 votes

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  3. Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.

    Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.

    131 votes

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    Appreciate the traction this idea's gained - Thanks for your support, everyone.

    Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central

    We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.

    That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.

  4. Show leave balances on payslip in days and hours and not just hours. Easier for staff to understand their leave balances in days than only in hours.

    200 votes

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     ·  19 comments  ·  Payroll  ·  Admin →
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  5. When returning to Sales/Purchases Overview page ALL Invoices/Bills Xero automatically scrolls down a page moving past the first few lines.
    Would it be possible to suspend this action please ?

    4 votes

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  6. We need a custom P&L report that can group our revenues and COGS both by Customer and by Month.

    6 votes

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  7. We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.

    7 votes

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  8. Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.

    7 votes

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  9. Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.

    11 votes

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  10. We sell software from various vendors and many have rules relating to how their products are sold e.g. "Must include min of one license of X before customer can order any licenses of "Y" OR "Software Maintenance should be ordered with the licenses, otherwise it is ordered as a "Maintenance Upgrade" (with different pricing), and many other examples.

    Updating these each time a new price list is issued must be done manually as Notes cannot be imported or exported making it very tedious.

    Also, with Notes being at the bottom of the screen and needing to be expanded to see…

    7 votes

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  11. I would like to export batch payments but instead of a summed up amount for a supplier I would like to have separated invoice line items.

    Eg, 5 invoices for OF should result in 5 lines on the CSV import for the bank instead of 1 line with the total.

    19 votes

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  12. Send purchase order from mobile app
    Frustrated as the platform needs tons of updates it’s terrible
    Can’t mark off paid jobs
    Can’t search for job name
    No job name on invoicing why simple things that should be available

    58 votes

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  13. It would be really useful to provide a function where we can change the calculations within xero to calculate average hours using 52.14 weeks rather than 52.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.

    A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.

    18 votes

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  15. I was able to add columns on a report to show tracked category subtotals alongside category totals, then I used 3 formula columns to show the category totals excluding the tracked category values and then the variance by $ and % excluding the tracked category values.

    It would be nice instead to be able to make Variance columns that will refer to other Variance columns and/or Formula columns. This way, I gain the benefit of colour coding and arrows for these formulae, making them more directly comparable and more visually consistent!

    2 votes

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  16. It would be great to have read-only access to payroll - all of it - for auditors.
    They need access to the staff files, the individual transactions and the reports - as they have with the rest of the business.

    13 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. It would be helpful to assign an account to an email sent to Xero containing a receipt (similar to how this is possible in the mobile app).

    1 vote

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  18. Allow charities to add an option for customers to make a voluntary donation when paying their invoice.

    When making a payment through the pay now link, they would be able to add an additional amount as a donation, if they choose to.

    4 votes

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  19. It would be great to see an option of being able to highlight in red or yellow a particular line on your sales invoice for the client to specifically take note of, because at the moment when I add a note for clients to see I write it in capitals but it still gets ignored. Whereas if it was highlighted they may take more notice of it.

    3 votes

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  20. When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.

    14 votes

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