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  1. 1 vote

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  2. There's currently no discount field when adding a line item within projects, unlike the quotes facility.
    This feels like a missing feature and an inconsistency between the two systems within xero.

    Current workaround is (Xero's response):
    Use the quantity field to add the discount to your estimated expense line.
    For example, if you wanted to give a 20% discount, use the quantity 0.8 on your estimated expense. This will leave the cost field alone and only adjust the price.
    When you move to the quote, these will be easy to spot and you can adjust them back to quantity 1…

    2 votes

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  3. Ability to Lock Purchase Ledger to have a clear cut off for purchases separate from Accounting period.

    1 vote

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  4. Given the increasing impact of workplaces absences due to Covid - Unpaid Leave should be able to be reported on like any other type of leave. Imagine if you had 40 employees, who all took "unpaid Leave" from time to time (when they got sick from covid and ran out of normal sick leave) ....... then how would you get a summary report of all the employees who took unpaid leave during the financial year and what this amounted to.
    I would like to request that the Leave reports be enhanced to include this leave category.
    Thankyou

    1 vote

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  5. Automatic file attachment: ability to be able to have files automatically attached to quote/invoices for example - public liability and workers compensation insurances

    1 vote

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  6. In WFM currently, the only merge field you can use on job, quote or invoice templates that relate to the people looking after a customer or job are «ClientAccountManagerName», «JobStaff» and «JobManager». It would be very very useful to also be able to include Job Partner as one of the fields available.

    2 votes

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  7. 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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  8. 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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  9. Why make credit notes so difficult to create?

    2 votes

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  10. It is still absolutely ridiculous that in Xero you can't create a credit note from a bill or invoice that is paid.

    2 votes

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  11. Please allow us to collect ACH direct debit payments through Stripe, and not force us to use a 3rd solution (GoCardless) for that.

    Stripe offers direct debit ACH when sending invoices directly from Stripe. There is no reason it shouldn't be available through Xero.

    1 vote

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  12. As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!

    1 vote

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  13. Send / Issue Invoices directly to Whatsapp: Clients of our would love the function to be able to send invoices directly to a Whatsapp account/number from Xero (similar to the "Email" button on invoices). Client contact numbers are already listed on Xero Contacts. Even if this was only added to the Xero mobile app, we think this would be a huge benefit for many businesses.

    1 vote

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  14. It would be great to be able to have a title/ job description area in invoices

    1 vote

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  15. When doing a new quote from an accepted job in workflow max

    Is it possible to refresh these quotes, with costs that have since been updated in the Cost Admin section, wihtout having to manually re-add each cost?

    For example, a quote is raised in January, which incldues a widget that cost $100 (which was loaded from the Cost Admin).
    With Covid, the cost of these widgets go up to $200, so the Cost Admin section is updated to relect this.
    Is it possible to 'refresh' the existing quote, so that it automatically updates with the amended cost?

    1 vote

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  16. We have multiple people responsible for approving invoices depending on the project's PM - would it be possible to assign specific approvers for each invoice?

    1 vote

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  17. Record time to a customer with a billable or non-billable item only WITHOUT a task or project link.

    1 vote

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  18. When reviewing GST returns it is easier to review the audit trail by code rather than by date to identify transactions missing or unusual transactions.

    11 votes

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  19. When building a report which includes costs, I would like the option to filter the report on Cost[Added By]. Ideally, I would like the Cost to be the Active team member who runs the report (which is available with Tasks), however I am forced to type a value in. Is it possible to please add the ability to filter by the Active team member for the Cost[Added By] field as we can with tasks?

    1 vote

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  20. Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.

    2 votes

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