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  1. Invoice templates are editable, but bill templates are not.
    Would like to be able to add searchable fields to a bill without removing those that are already there.

    32 votes

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  2. The Profit and loss report: Compare tracking are amazing, but still needs the following:
    1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
    2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports

    9 votes

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  3. The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.

    7 votes

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    Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after? 

  4. Can you make the "Paid From" and "Reference" fields wider in the Make a Payment section of the bills and invoices? I like detail in my Reference field and there are only 14 characters that you can see and in the Paid From field, you can't see both the account number and the text.

    3 votes

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  5. Would love the ability to copy an existing repeating bill instead of having to open another window with all the features that the new repeating bill should have and having to manually add them all.

    18 votes

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  6. Under Bank Statements, you should be able to search all records with an Unreconciled Status. When you Search and select "Unreconciled" in the search bar, you still get ALL records -- reconciled and not.

    31 votes

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  7. Can there be a system setting which controls the default option on Invoices for the Approve button.
    It is currently Approve & Email and we would like to have the default as just Approve.

    If it was a system setting companies could chose best option for them.

    405 votes

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    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central

  8. When negotiating salaries It can be beneficial to express an amount net of tax and super. Xero does not calculate this other than imputing different amounts of gross wages to achieve a net figure close to required net amount.
    Maybe something you could add to future upgrades.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Ideally looking for the ability for GPS tracking in the XeroMe time clock feature would be a big winner

    39 votes

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    10 comments  ·  Payroll  ·  Admin →
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  10. The ability to create a repeating invoice to a customer group

    15 votes

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  11. Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.

    66 votes

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    24 comments  ·  Payroll  ·  Admin →
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  12. Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    76 votes

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  13. We receive an email each month with a link to the invoice, which we can then print to a pdf to download & attach to another email to send to Hubdoc or Xero Bills.
    Many businesses have a 'do not click links' policy.
    Please attach the pdf invoice to the original email to save all your users those extra clicks.

    70 votes

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  14. It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.

    53 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  15. When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.

    26 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  16. Repeating invoices only currently have the option for weekly or monthly- would be really helpful for an daily option

    21 votes

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  17. Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email

    9 votes

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  18. Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.

    The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.

    34 votes

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  19. I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.

    I would like to produce a report pack that had all the reports i need for my annual working papers:
    - Employee wage summary
    - Bank Rec
    - Tax depreciation report
    - GST rec reports

    etc etc.

    297 votes

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  20. Could you please enable the ability to create a custom “Packing Slip” as part of our custom “Branding Theme”? We’d like to be able to send our fully personalized packing slips without having to change the invoice “Branding Theme" back & forth.

    Thank you

    58 votes

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