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  1. We need to include delivery notes with orders. The current packing slip does not cover this requirement. I'd like to be able to select multiple invoices, and bulk print delivery notes for them all. The delivery note needs to be somewhat customisable.

    The notion of having to edit an invoice and change the theme in order to generate a delivery note is completely impractical!

    73 votes

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  2. Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.

    Purpose: Saves time in manually creating an invoice to apply for the credits

    52 votes

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  3. Having the option to show client or supplier on invoices.

    Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.

    5 votes

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  4. Ability to add a delivery date to the purchase order for each line item.

    28 votes

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    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

  5. When you print a batch payment to PDF it currently prints the invoices in a random order (not by supplier name, not by date, not by amount, not by invoice number, not by Details -- completely random by the looks of it).

    It would be great if the invoices on this PDF could be sorted in the following order to make the PDF easier to read:
    Supplier Name
    Invoice Date
    Due Date
    Invoice Number

    If you are trying to use this report to check all invoices from a statement have been included, its currently very difficult/waste of time.

    23 votes

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  6. 913 votes

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     ·  229 comments  ·  Payroll  ·  Admin →
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  7. This is needed to accommodate a 2 week on 1 week off cycle.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Almost every quote/invoice I make ends up having the last little bit of the quote/invoice on the second page, with a huge amount of wasted space on the first page, which looks unprofessional. Having the option within standard invoices to remove the spacing would be amazing. I know you can get around this by using the 'Advanced invoice' option, but that requires a lot more manual work, so it's inconvenient.

    This has been an issue for years. For example, when you add a 'title' or 'summary' to the quote, it instantly adds about 2 inches of empty space on the…

    5 votes

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  9. Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed

    118 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi everyone, as part of the work we're doing here, we're looking to engage some small businesses as well as accountants and bookkeepers who use our Payroll functionality to try out our new prototypes and give us feedback.

    We'd look to set up a video call over the next 3 weeks which'll take about 60 minutes. If you'd be interested in taking part, please apply by using this form. 😊 Thanks

  10. We desperately need an audit trail report available for advisors.

    I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
    1 - the ability to include an 'edited date' column
    2 - the ability to include a 'notes' column
    3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
    4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices

    It must be exportable to excel with…

    387 votes

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  11. Create batch files for spend money transactions so if a payment needs to be made to say the ATO can create a batch file and upload to bank without needing an invoice.

    21 votes

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  12. Add other gender options for personal settings, non-binary & intersex

    24 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

  13. Is it possible to add GST and Account columns to the draft bills screen in Xero to check the account and GST total before approving?

    11 votes

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  14. 12 votes

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    2 comments  ·  Payroll  ·  Admin →
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  15. The ability setup repeating spend and receive money transactions would be helpful.

    Thank you

    152 votes

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    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

  16. Offering a simple update to the Xero system which would dramatically improve one grey area:

    I had a discussion with my team and it's a common topic that keeps coming up - we find it very awkward having the 'Time Off' allowance displayed in 'Hours'.

    Just like some other tracking systems, they allow you to see your 'Time Off' as 'Days' which is much easier to glance at - instead of having to continuously calculate hours, which takes time and can cause confusion on some occasions.

    We would all very much appreciate it if you at least give the option…

    122 votes

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    17 comments  ·  Payroll  ·  Admin →
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    Hi community, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details with us through the form here.

    There are only a limited numbers of spaces so sign up as soon as you can. 😊

  17. There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.

    However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?

    The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…

    45 votes

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  18. Integration between Xero Payroll and Smart Pension would be great!

    35 votes

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     ·  24 comments  ·  Payroll  ·  Admin →
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  19. Please enable assigning manual journals to projects and for project reports to also include the account name / account code.

    The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.

    Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.

    67 votes

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  20. In projects it would be most useful we there were more user permission options. A check box of permissions you could give all staff
    1- only have staff see the projects they are assigned to - To give staff privacy on work hours and expenses.
    2- give all staff regardless of their permission access to expenses
    3- give or withhold what financial information they can and can not see
    4- give or limit the options for invoices/quotes

    Blanket permissions don't work.

    34 votes

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