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  1. Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks

    3 votes

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    Hi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.

    Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.

  2. 16 votes

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  3. I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".

    1 vote

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  4. The ATO has announced a Sharing Economy Reporting Regime Report (SERR) where all Sharing Economy businesses also known as 'EDP operator' (electronic distribution platform) also known as "Intermediary" are required to report twice a year. When will this Report be prioritised by Xero?

    1 vote

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  5. We are a small business that has just started using Xero, but already have 400+ contacts. Would love the ability to filter the contact list. For example, filter by country (show me all contacts in the UK, USA, etc.), filter by creation date or updated date (show me all contacts created in the last 30 days), etc.

    There is no way to sort and filter the contacts, just endless scrolling through a long list.

    Functionality feature that may not be critical to business operations, but it would make life a bit easier!

    4 votes

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    Hi Brian, appreciate it's not a direct filter option like you're asking here however if you often need to filter by say country or another aspect of your Contact perhaps you may consider creating Contact groups? This way you'd be able to click on the group within contacts when you need.

    Being open we don't have any direct plans for adding more filtering to the Contact list atm, but we'll continue to track your idea here and share if there are any plans made.

  6. Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising

    2 votes

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  7. Please add the ability to switch off the suggested reconciliation entries for individual users or for all users if easier. It is a setting that shows an OK button that looks a lot like the OK for rules and other matches, and it makes users trigger happy with the OK, which leads to reconciliation account coding errors.

    2 votes

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  8. Job Car Creation with Check list for empployees

    Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.

    Simple

    1.Creating Jobs
    2.Add Customer
    3.Add Vehcile/Vessel
    Port & Starboard - Model Numbers, Serial Numbers
    Generaor Model Number, Serial Numbers
    4.Add Fault Description
    5. Engine Hours
    6.Trailer Brand
    7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, Materail

    Everything needs to revolve around job Numbers

    1 vote

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  9. Enable tax AMOUNT instead of the rigid tax rate in Bills.

    If you consider a Zoom phone bill, there are 3 different taxes that apply to the bill (1 Federal + 2 City). Tax rates simply DON'T WORK, Xero is too rigid.

    Why not offer a simple tax AMOUNT box where we can type a USD amount, instead of forcing some tax rate?

    And it's exactly the same for INVOICES.
    The ability to set a tax AMOUNT rather than a tax rate is indispensable.

    1 vote

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  10. When using the show earnings rate in the employee template have the amount show that you can verify that it is correct - rather than waiting for it to appear on the payslip.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. It would be great if Xero could automatically do the transfer between Xero bank accounts.
    This is our most time consuming and often error-prone coding in Xero when it should be a simple fix. Many clients still battle with this.

    17 votes

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  12. allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
    job card creations with details on faults
    parts sheets for parts used & ordered

    1 vote

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  13. Track Sole Trader Wage Withdrawals

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Intergrating with Nab Bookkeeper

    1 vote

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    Hi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.

    Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.

    I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.

  15. When you go to add a bill it does not give option to upload.

    Can shortcut keys not go on top to show add new bill upload new bill? it would be much handier

    3 votes

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  16. It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
    This would be amazing as I have to use other software for this .
    Steve
    Wired electrical

    5 votes

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    Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.

    One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.

    Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here. 

    We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.

  17. Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.

    1 vote

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  18. Hello, can Xero please create new pay items to enable correct processing and payment of the ECEC Worker Retention Grant in Australia.

    14 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  19. it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once

    1 vote

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    Hi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?

    Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?

  20. EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.

    1 vote

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